Jobot
Base pay range: $180,000.00/yr – $300,000.00/yr
Estate Planning Attorney We are a well‐regarded legal practice seeking a full‑time estate planning attorney based in Lakeland or Jacksonville, FL. The ideal candidate is detail‑oriented, adept at negotiation and organization, and has substantial experience preparing wills, trusts, powers of attorney, and managing probate and trust administration.
Job Details
Prepare wills, trusts, and power of attorney documents for clients.
Ensure client estates are administered according to their intentions.
Provide advice on estate planning methods, tax considerations, and asset protection techniques.
Assist with probate proceedings, including filings and court representation.
Oversee estate and trust administration, ensuring compliance with applicable laws.
Advise clients on business formation and special‑needs planning when relevant.
Responsibilities
Represent clients at court hearings related to estate matters.
Meet with clients to discuss asset distribution objectives.
Collaborate with senior partners and paralegals to navigate litigation and related procedures.
Analyze each client’s situation, develop a legal strategy, and advise on an appropriate course of action.
Maintain organized, up‑to‑date client files and case records.
Draft and review wills, trusts, powers of attorney, and other estate planning documents.
Advise clients on estate planning methods, tax considerations, and asset protection techniques.
Assist with probate proceedings, including preparing required filings, representing clients in court, and managing estate administration tasks.
Oversee estate and trust administration, ensuring compliance with applicable laws and regulations.
Explain complex legal processes and options to clients in clear, understandable terms.
Provide counsel on business formation and special needs planning when relevant.
Draft legal instruments related to trusts, wills, powers of attorney, and business entities.
Work closely with clients to create and implement strategies that safeguard and preserve their assets.
Qualifications and Knowledge
Juris Doctor (J.D.) from an accredited law school; undergraduate degree required.
Admission to the Florida Bar in good standing.
LLM in Taxation is highly preferred.
Willingness to work from our Lakeland office and ability to work from our Jacksonville office.
A minimum of eight years of law firm experience handling estate planning and probate matters.
A current and portable book of business, minimum $350k.
Familiarity with trusts and estates practice, including estate planning, probate, and trust administration.
Understanding of tax planning, asset protection, wealth transfer, and business entity formation.
Experience with federal estate tax returns and federal gift tax returns is a plus.
Knowledge of real estate matters such as title insurance, wills and trusts, property management, and related litigation.
Strong written and verbal communication skills, especially in high‑stress or emotionally charged situations.
Excellent attention to detail and a proactive approach to problem‑solving and client service.
Active membership with the American Bar Association (ABA).
Equal Opportunity Employment Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
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Estate Planning Attorney We are a well‐regarded legal practice seeking a full‑time estate planning attorney based in Lakeland or Jacksonville, FL. The ideal candidate is detail‑oriented, adept at negotiation and organization, and has substantial experience preparing wills, trusts, powers of attorney, and managing probate and trust administration.
Job Details
Prepare wills, trusts, and power of attorney documents for clients.
Ensure client estates are administered according to their intentions.
Provide advice on estate planning methods, tax considerations, and asset protection techniques.
Assist with probate proceedings, including filings and court representation.
Oversee estate and trust administration, ensuring compliance with applicable laws.
Advise clients on business formation and special‑needs planning when relevant.
Responsibilities
Represent clients at court hearings related to estate matters.
Meet with clients to discuss asset distribution objectives.
Collaborate with senior partners and paralegals to navigate litigation and related procedures.
Analyze each client’s situation, develop a legal strategy, and advise on an appropriate course of action.
Maintain organized, up‑to‑date client files and case records.
Draft and review wills, trusts, powers of attorney, and other estate planning documents.
Advise clients on estate planning methods, tax considerations, and asset protection techniques.
Assist with probate proceedings, including preparing required filings, representing clients in court, and managing estate administration tasks.
Oversee estate and trust administration, ensuring compliance with applicable laws and regulations.
Explain complex legal processes and options to clients in clear, understandable terms.
Provide counsel on business formation and special needs planning when relevant.
Draft legal instruments related to trusts, wills, powers of attorney, and business entities.
Work closely with clients to create and implement strategies that safeguard and preserve their assets.
Qualifications and Knowledge
Juris Doctor (J.D.) from an accredited law school; undergraduate degree required.
Admission to the Florida Bar in good standing.
LLM in Taxation is highly preferred.
Willingness to work from our Lakeland office and ability to work from our Jacksonville office.
A minimum of eight years of law firm experience handling estate planning and probate matters.
A current and portable book of business, minimum $350k.
Familiarity with trusts and estates practice, including estate planning, probate, and trust administration.
Understanding of tax planning, asset protection, wealth transfer, and business entity formation.
Experience with federal estate tax returns and federal gift tax returns is a plus.
Knowledge of real estate matters such as title insurance, wills and trusts, property management, and related litigation.
Strong written and verbal communication skills, especially in high‑stress or emotionally charged situations.
Excellent attention to detail and a proactive approach to problem‑solving and client service.
Active membership with the American Bar Association (ABA).
Equal Opportunity Employment Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
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