Estate Planning Associate Attorney

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Job Title: Estate Planning Associate Attorney

Job Overview:
A well-established law firm located in Jacksonville, FL, is seeking a motivated Estate Planning Associate Attorney with 2–5 years of specialized experience. The role offers the opportunity to work on sophisticated estate planning matters, including document drafting, tax return preparation, and administration of trusts and estates. This position is ideal for candidates seeking to deepen their practice in tax-driven planning and probate work, in a professional setting that values clarity, organization, and attention to detail.

Duties:

• Draft a range of estate planning documents, including:

  • Wills

  • Revocable trusts

  • Irrevocable trusts

  • Ancillary documents (powers of attorney, health care directives, etc.)

• Oversee the preparation of federal estate and gift tax returns

• Manage probate processes and the administration of trusts and estates

• Collaborate with colleagues and clients to implement estate strategies tailored to individual needs

• Maintain detailed documentation and manage case timelines

• Communicate clearly and professionally with clients, fiduciaries, and court personnel

Requirements:

• 2-5 years of hands-on experience in estate planning, trust administration, and probate

• Proficiency in drafting estate planning instruments and managing tax compliance obligations

• Exceptional organizational abilities and keen attention to procedural detail

• Strong written and verbal communication skills

• Commitment to client confidentiality and ethical legal practice

Education:

• Juris Doctor (J.D.) from an accredited law school

• LL.M. in Taxation preferred

Certifications:

• Admitted to practice law in the state of Florida and good standing

Skills:

• Advanced knowledge of estate and gift tax laws

• Ability to manage multiple client matters efficiently

• Proficiency with legal research tools and estate planning software

• Comfort handling sensitive client information with discretion

• Strong interpersonal skills and the ability to guide clients through complex legal processes

Job Location:

• Jacksonville, FL

Benefits:

• 401(k) retirement plan

• Health insurance coverage

• Dental Insurance

• Vision insurance

• Paid time off (PTO)

• Life insurance policy

Company info

BCG Attorney Search
801 Brickell Avenue, Suite 900
Miami
Florida
United States 33131
Phone : (305) 570-3575
Fax : (213) 895-7306