Experienced Estate Planning Attorney

You will discover the ideal mix of a relaxed beachside atmosphere paired with the professionalism needed to provide top-tier service to our discerning clients.

You will play a critical role in ensuring that our clients receive the utmost care in creating estate plans that secure their legacies and provide peace of mind for the future. Your expertise will guide individuals and families through the complexities of estate planning with compassion and precision. Each document will reflect their wishes and comply with legal requirements, ensuring personalized solutions that protect our clients' assets, minimize tax liabilities, and honor their final wishes.

Your attention to detail and dedication to client education will foster trust and confidence, making a lasting impact on the lives of those we serve. Additionally, you will enhance our mission by providing exceptional customer service, responding to our clients in a timely manner, and delivering clear and concise information. This will empower our clients to make informed decisions, further solidifying their trust in our ability to manage their most critical needs.

We are committed to excellence in every interaction, ensuring that our clients feel valued and well-informed every step of the way.

You will be provided with the following benefits and opportunities:

• You will come aboard a growing firm where you will be able to enjoy your nights and weekend.
• You will be apart of a productive team that enjoys working well together while having fun.
• You will have opportunities for ongoing learning to have transferable skills.
• You will come aboard a firm that provides bonuses and provides opportunities for professional growth.
• You will enjoy national holidays off so you can enjoy being with your family and friends.
• You will have sick time off to reduce your stress during times of need.
• You will have paid vacation to take your family to the places of your dreams.
• You will enjoy health/dental/vision insurance so you will have peace of mind when it comes to your health.
• You will enjoy coveted matching 401k to build up and plan for your retirement.
• You will enjoy bonus opportunities based on experience.

Responsibilities:

• Conduct comprehensive estate planning consultations to understand client needs and objectives.
• Prepare and execute various estate planning documents including wills, trusts, powers of attorney, and healthcare directives.
• Provide guidance on estate and gift tax planning, asset protection strategies, and succession planning.
• Navigate complex legal and tax implications related to estate planning and probate processes.
• Handle trust administration, ensuring compliance with all legal requirements.
• Oversee uncontested probate actions, ensuring compliance with all legal requirements.
• Collaborate with financial advisors, accountants, and other professionals to ensure a holistic approach to estate management and planning.

Qualifications and Skills:

• At least 4 years of dedicated experience in estate planning, with a strong understanding of probate law, trusts, trust administration, and tax planning.
• Licensed to practice law in Florida with a clean record.
• Exceptional analytical and problem-solving skills with a strong attention to detail.
• Proficient in legal research tools and familiar with current estate planning software.
• Excellent interpersonal skills to effectively communicate with clients, colleagues, and other professionals.
• Demonstrated ability to work independently as well as part of a collaborative team.

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off

Education:

• Juris Doctor
• Member of the Florida Bar

Experience:

• Estate Planning 4 years

Job Type: Full-time

Pay: From $95,000.00 per year

Schedule:

• Monday to Friday

License/Certification:

• Bar (Preferred)

Ability to Commute:

• Saint Pete Beach, FL 33706 (Required)

Ability to Relocate:

• Saint Pete Beach, FL 33706: Relocate before starting work (Required)

Work Location: Hybrid remote in Saint Pete Beach, FL 33706

Salary : $95,000