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Trust and Estates Associate
Company name
BCG Attorney Search
Experience
2-8 yrs required
Location
Naples, FL, United States
Industry
Legal
Posted on
May 08, 2026
Profile
Job Overview
A law firm seeks a highly experienced Trust and Estates Associate to join their team in Naples, Florida. The position involves working within a well-regarded group focused on succession planning and growth needs.
Duties
- Manage direct client relationships and responsibilities.
- Plan and draft documents for clients with taxable estates.
- Facilitate multi-generational wealth transfers using complex estate planning instruments.
- Conduct post-mortem administration.
- Prepare and review tax returns, including Forms 706, 709, and 1041.
Requirements
- Minimum of 3 years of relevant experience.
- Strong interpersonal and collaborative skills.
- Ability to deliver high-quality client services.
- Florida Bar membership required.
Education
- Juris Doctor (JD) degree.
Certifications
- Admitted to the Florida Bar.
Skills
- Expertise in estate planning and administration.
- Proficiency in tax return preparation and review.
- Strong client management abilities.
Benefits
- Competitive benefits package.
Company info
BCG Attorney Search
801 Brickell Avenue, Suite 900
Miami
Florida
United States 33131
Phone : (305) 570-3575
Fax : (213) 895-7306
Location : Naples, FL
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