What are the responsibilities and job description for the Estate Planning Specialist position at Farr Law Firm P.A.?
About the Role
We are seeking a highly motivated and experienced Estate Planning Attorney to join our growing trusts and estates practice in Punta Gorda, Venice, and Sarasota.
Responsibilities
- Client Management – Communicate with clients to commence an engagement, to keep the matter moving forward on a timely basis, and to make certain that the firm's efforts are in tune with the client's needs
- Drafting documents
- Meeting with clients to execute documents
- Assist with any other legal matters as needed
Requirements
- Juris Doctor Degree
- Minimum of three years of experience
- Strong academic credentials
- Excellent written and oral communication skills
- Organized, efficient, and friendly with a strong work ethic
- Experience in drafting wills, trusts, and other estate planning documents
- Understanding of the state and federal tax laws, wills and trusts
- Ability to anticipate client needs; forward-thinking and solutions-oriented approach
- Strong Microsoft Office (Word, Excel, and PowerPoint) skills
What We Offer
The Farr Law Firm P.A. offers a comprehensive benefits package that includes medical, life, and accidental death & dismemberment insurance; elective insurance plans; 401(k) retirement plan; workers' compensation, paid time off, and holidays.
