Estate Planning Attorney

Profile

A law firm seeks an experienced Estate Planning Attorney to join its team in Tampa, FL. The ideal candidate will bring 8+ years of expertise in estate planning, estate administration, probate, and related services. The position offers a fantastic opportunity to work independently while providing high-level legal support to clients across Florida. This role requires a professional with strong attention to detail and a passion for delivering excellent client service.

Duties:

• Provide comprehensive legal services in the areas of estate planning, estate administration, and probate
• Draft and review wills, trusts, powers of attorney, and other estate planning documents
• Advise clients on strategies for minimizing taxes, asset protection, and wealth transfer
• Assist clients with the probate process, including filing petitions and managing the administration of estates
• Work closely with clients and their families to navigate complex legal and financial matters
• Ensure all legal documentation and procedures comply with Florida state laws
• Guide clients through the process of establishing trusts and creating plans for their assets
• Represent clients in probate court as necessary
• Collaborate with financial professionals, accountants, and other experts to provide clients with holistic legal solutions
• Maintain detailed records and documentation for ongoing cases and clients

Requirements:

• 8+ years of experience in estate planning, estate administration, and probate law
• Proven ability to work independently and manage a caseload effectively
• High level of professionalism and excellent attention to detail
• Strong interpersonal skills and ability to build and maintain client relationships
• Ability to manage complex and sensitive client matters with discretion
• Experience providing strategic legal advice on wealth transfer, tax planning, and asset protection

Education:

• Juris Doctor (JD) from an accredited law school

Certifications:

• Active membership in the Florida Bar, in good standing

Skills:

• Exceptional drafting and legal research skills
• Strong communication skills, both written and verbal
• Ability to handle complex legal issues in estate planning and probate matters
• Knowledge of Florida estate planning and probate laws
• Proficiency in case management software and legal research tools
• Strong problem-solving skills and client service orientation

Benefits:

• Highly competitive compensation package, including performance-based bonuses
• Flexible scheduling options to support work-life balance
• A supportive and collegial work environment with a team of positive professionals
• Opportunities for professional growth and development

Company info

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