Estate Planning Attorney

Profile

Job Overview

A law firm seeks an Estate Planning Attorney for its North Palm Beach, FL office. The ideal candidate will have a minimum of five years of experience and a strong desire to serve clients in need of estate planning. A Juris Doctor degree from an accredited law school and a license to practice law in Florida are required. Candidates must possess excellent written and verbal communication skills, analytical skills, and attention to detail.

Duties

• Assist clients by understanding their needs, analyzing situations, and strategizing appropriate actions.
• Draft and file wills, trusts, and powers of attorney.
• Organize and maintain client files to ensure they are current.
• Advise clients on retirement plans, charitable giving, and insurance options.
• Collaborate with partners and paralegals to move files through the civil litigation process.
• Advise clients on funding trusts and aligning assets with estate plans.
• Manage estate administration from open to close.
• Work with paralegals and legal staff, assigning and monitoring work.
• Monitor caseload pipeline and act to move cases forward.
• Engage in business development and community engagement.
• Manage client relationships.

Requirements

• Minimum of five years of experience in estate planning.
• Licensed to practice law in Florida.
• Excellent written and verbal communication skills.
• Strong analytical skills and attention to detail.

Education

• Juris Doctor degree from an accredited law school.

Certifications

• Licensed to practice law in Florida.

Skills

• Strong communication and analytical skills.
• Detail-oriented with the ability to manage multiple tasks.

Benefits

• Medical insurance provided by the firm.
• 401k plan.

Company info

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