Estate Planning Associate Attorney

Profile

Job Overview

A law firm seeks an Estate Planning Associate Attorney in New Smyrna Beach, FL. This full-time, hybrid role involves guiding families through estate planning with clarity and confidence, requiring travel between DeLand and New Smyrna Beach offices.

Duties

• Conduct one-on-one Legal Life Planning Sessions with prospective clients.
• Speak with potential clients to qualify and book consultations.
• Review estate plan drafts for legal accuracy and design precision.
• Explain complex legal concepts in plain language.
• Travel regularly between office locations for in-person meetings.
• Document client interactions accurately in the CRM.
• Collaborate with attorneys and support staff for high-quality execution.
• Take initiative in learning and developing firm processes.

Requirements

• Juris Doctor (J.D.) from an accredited law school.
• Active Florida Bar license or eligibility for Florida reciprocity.
• Excellent communicator with a teacher's mindset.
• Proven ability to lead difficult conversations with empathy.
• Strong accountability and initiative.
• Tech-proficient in Google Workspace, CRMs, and legal tech platforms.
• Reliable personal transportation for travel between office locations.

Education

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

Certifications

• Active Florida Bar license.

Skills

• Excellent communication and teaching skills.
• Ability to simplify complex legal concepts.
• Strong initiative and follow-through.
• Proficiency in legal technology and document automation tools.

Benefits

• 401(k) with employer match after 1 year.
• $300 monthly healthcare stipend.
• Generous time off policy.
• Access to firm-sponsored conferences and professional training events.

Company info

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