Mid-level or Senior Trusts Estates and Wealth Preservation Associate

Profile

Job Overview:
A prestigious law firm is seeking a mid-level or senior-level associate to join its Trusts, Estates, and Wealth Preservation practice. This role involves working with high-net-worth individuals and families, advising on estate planning, wealth transfer strategies, and fiduciary administration. The position offers the opportunity to work in a highly ranked, collaborative, and sophisticated practice group.

Location:

• Naples, FL

Duties:

• Draft a broad range of estate planning documents, including wills, trust agreements, and related instruments.
• Advise individuals and families on trust structures and wealth transfer tax strategies.
• Design business succession strategies for clients.
• Counsel fiduciaries in the administration of estates and trusts.
• Prepare and review federal estate, gift, and fiduciary income tax returns.
• Conduct estate, trust, and tax-related research and writing.
• Support litigation matters related to wills, trusts, and fiduciary administration.

Requirements:

• Minimum of 4 years of experience in trusts and estates law (higher levels of experience will also be considered).
• Strong experience drafting key legal documents for trusts and estates matters.
• Ability to work both independently and collaboratively in a team environment.
• Excellent analytical, strategic thinking, and leadership skills.
• Strong written communication and drafting abilities.

Education:

• Juris Doctor (J.D.) from an accredited law school.

Certifications:

• Must be licensed to practice law in the State of Florida and be in good standing.

Skills:

• Detail-oriented with strong organizational and time management abilities.
• Exceptional client interaction and interpersonal skills.
• Ability to manage multiple priorities under deadlines.
• Commitment to professionalism, collaboration, and ongoing professional growth.

Benefits:

• Opportunity to work with a nationally ranked, Tier 1 practice group.
• Direct mentorship and training from experienced practitioners.
• Substantial career advancement opportunities within a sophisticated estate planning practice.

Company info

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