Estate Planning Attorney

Profile

A law firm is seeking an Estate Planning Attorney for their St. Augustine location. The attorney will provide comprehensive legal counsel to clients in matters about estate planning, business law, and related areas. They will play a crucial role in drafting legal documents, advising clients, and ensuring the seamless execution of estate plans. This position requires a seasoned professional with a strong business law and estate planning background, capable of managing multiple client matters effectively.

Duties:

• Provide expert legal counsel to clients on estate planning matters, including consultation, plan design, and document drafting.
• Draft various business contracts, including client services, employment, and buy/sell agreements.
• As needed, assist clients with advanced estate planning documents, such as ILITs, CRUTs, and SNTs.
• Conduct consultations with clients to understand their individual needs and objectives.
• Supervise and review the work junior associates, paralegals, and legal assistants perform.
• Handle trust administration and probate matters when required.
• Stay updated on legal developments in estate planning, business law, and related areas.
• Collaborate with other legal professionals within the firm to ensure comprehensive client service.
• Maintain confidentiality and uphold ethical standards in all client interactions.

Requirements:

• Juris Doctor (JD) degree from an accredited law school.
• An active Bar Admission is required.
• 4 years of experience in business law and/or estate planning.
• Prior experience working at a law firm in a similar role is necessary.
• Proficiency in drafting various legal documents and contracts.
• Strong knowledge of estate planning principles and practices.
• Familiarity with trademarks and intellectual property issues related to small businesses is advantageous.
• Excellent interpersonal and communication skills.
• Ability to manage multiple client matters and meet deadlines effectively.
• Comfortable with remote work and hybrid environments.
• Demonstrated leadership and supervisory skills.

Certifications:

• Bar admission required.
• Certification in estate planning or related fields is desirable.

Skills:

• Legal drafting
• Client counseling
• Trust Administration
• Probate procedures
• Business contract negotiation
• Leadership and supervision
• Time management
• Communication
• Research and analysis
• Ethical practice

Benefits Offered:

• Teleworking and flexible hybrid schedule
• Paid time off
• Medical, vision, and dental insurance
• Short and Long Term Disability coverage
• 401k match
• Matching Charitable Donations
• Paid community service days
• Flex Spending and Dependent Care Benefits
• Paid parental leave
• Telecommunications Reimbursements

Company info

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