Senior Estate Planning Probate and Trust Administration Attorney

Profile

Job Overview

A law firm seeks a Senior Estate Planning, Probate, and Trust Administration Attorney in Tequesta, FL. This role involves leading complex estate planning and administration matters, building client relationships, and mentoring junior attorneys. The ideal candidate will have extensive experience and be ready to take on a leadership position within the firm.

Duties

• Lead and oversee complex estate planning and probate and trust administration matters from opening to closing.
• Serve as the primary attorney of record and client contact on significant, multi-faceted matters.
• Supervise and direct associate attorneys, paralegals, and support staff on active cases.
• Review and approve estate and trust administration documents, court filings, and client correspondence.
• Attend and lead client strategy and signing appointments.
• Develop and maintain referral relationships with financial advisors, CPAs, and bankers.
• Build and refine firm-wide procedures and systems for estate planning and probate and trust administration.
• Mentor junior attorneys and contribute to their professional development.
• Field and resolve complex legal questions from clients regarding estate planning and probate matters.
• Play an active role in the firm's business development and long-term growth.

Requirements

• Active Florida Bar license in good standing, with a minimum of 10 years of practice.
• At least 10 years of estate planning and/or probate and trust administration experience.
• Proven track record handling complex estate planning and probate estates and trust administrations independently.
• Working command of the Florida Probate Code, the Florida Trust Code, and federal estate and gift tax law.
• Experience with contested probate matters, will contests, trust disputes, or fiduciary litigation.
• Demonstrated ability to supervise and mentor associates, paralegals, and support staff.
• Ability to originate and develop client relationships; an existing book of business is preferred.
• Experience with high-net-worth estate planning and complex trust structures.
• Experience reviewing and approving court filings, petitions, pleadings, inventories, accountings, and estate and trust administration documents.
• Florida Bar Board Certification in Wills, Trusts & Estates is a strong plus; willingness to pursue certification is expected.

Education

• Juris Doctor (JD) degree required.

Certifications

• Active Florida Bar license required.
• Florida Bar Board Certification in Wills, Trusts & Estates is a plus.

Skills

• Strong leadership and team management skills.
• Excellent written and verbal communication abilities.
• Proficiency in estate planning and probate law.
• Ability to build and maintain client relationships.
• Strong analytical and problem-solving skills.

Benefits

• Health insurance plan options.
• Health care savings account with firm contributions.
• Generous paid holiday schedule and bonus paid time off opportunities.
• Paid time off that increases with tenure.
• Annual Bar dues paid by the firm.
• Continuing legal education paid by the firm.
• 401K with firm contribution (after one year).
• Profit sharing opportunities (after one year).

Company info

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