Estate Planning and Probate Attorney

Profile

Job Overview

A law firm seeks a highly skilled Estate Planning and Probate Attorney to join its legal team in Boca Raton, FL. This role requires a detail-oriented and compassionate professional with extensive experience in Florida probate and estate planning law. The successful candidate will guide clients through estate planning and probate processes with professionalism and care, from consultation to execution.

Duties

• Develop and execute customized estate plans tailored to client needs.
• Provide legal counsel on estate planning, probate, and trust administration matters.
• Prepare for and lead client meetings, including signing and review sessions.
• Guide paralegals and legal assistants, ensuring accuracy and compliance.
• Review legal documents, including wills, trusts, and probate pleadings.
• Maintain organization, integrity, and client-focused professionalism.
• Handle in-office and occasional off-site client signings.
• Respond to trust funding, probate, or estate planning follow-up questions.
• Participate in client consultations, aiming for high engagement rates.
• Support the internal legal and management team.
• Perform administrative follow-up tasks and client file documentation.

Requirements

• Active Florida Bar license in good standing.
• 3+ years of experience in estate planning and probate law.
• Excellent organizational and communication skills.
• Ability to independently manage client matters and deadlines.
• Proficient in managing sensitive matters with empathy and discretion.
• Strong client engagement and retention focus.
• Attention to detail and understanding of firm-standard procedures.

Education

• Juris Doctor (JD) degree from an accredited law school.

Certifications

• Active membership in the Florida Bar.

Skills

• Strong analytical and problem-solving abilities.
• Excellent interpersonal and client relationship skills.
• Proficiency in legal research and writing.

Benefits

• Paid holidays.
• Comprehensive paid time off (PTO) plan.
• Health, dental, and vision insurance.
• 401(k) retirement plan options.
• Disability and life insurance coverage.
• Opportunities for professional development and growth.
• Positive and supportive work environment.

Company info

BCG Attorney Search
801 Brickell Avenue, Suite 900
Miami
Florida
United States 33131
Phone : (305) 570-3575
Fax : (213) 895-7306