Posted 05/09/2025
Job Number: 12551

Estate Planning Attorney

Boca Raton, Florida Onsite

Industry: Legal Services

Job Category: Legal

Job Type: Direct Hire

Salary: $100,000 - $200,000/Annually

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Job Description

A highly regarded estate and trust law firm in South Florida is expanding its team with a talented Estate Planning Attorney experienced in serving high-net-worth clients. This role offers significant autonomy, meaningful client interaction, and opportunities to grow into partnership. The ideal candidate brings 2+ years of estate and a strong work ethic to a collaborative and highly respected firm.

Estate Planning Attorney Responsibilities:

  • Manage client files from beginning to end with minimal supervision
  • Handle sophisticated estate planning including wills, trusts, and transfer tax strategies
  • Advise on tax strategies related to entity structuring, retirement, and asset protection
  • Conduct client meetings, draft planning documents, and coordinate with advisors
  • Develop expertise in pre-immigration and expatriation planning, where applicable
  • Participate in internal legal strategy sessions

Estate Planning Attorney Requirements:

  • 2–15+ years of experience in estate planning, complex/high-net-worth clients preferred
  • Tax planning experience is preferred
  • Barred in the state of Florida
  • Excellent written and verbal communication skills
  • Experience with client-facing responsibilities
  • Westlaw and MS Office proficiency

Benefits:

  • Comprehensive Medical Benefits
  • 401K
  • Generous PTO
  • 8 paid holidays
  • Casual & team-oriented work culture

#INDLEGAL #INDATTORNEY #LI-KL1

Job ID: a0CUm00002VXzezMAD

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