Associate Estate Planning Attorney

Stouffer Legal; Naples (FL); On-site; USD 100,000 - 110,000; Full time

Benefits offered by this job

Health insurance (CareFirst)

Dental & Vision Insurance

Disability Insurance

Life Insurance

401(k) with company match

Paid time off (PTO)

Parental leave

Paid holidays

Employee discounts

Training & onboarding

Job summary

Stouffer Legal is seeking a full-time Estate Planning Attorney in Naples, FL to meet with individuals and families interested in estate planning. You will guide clients through plans, discuss objectives, and lead meetings reviewing documents with the paralegal team to ensure accuracy and client understanding.

The role emphasizes a client-centered approach, training, and collaboration within a professional, mentorship-driven firm with a focus on work-life balance and structured earning potential.

Qualifications

• Strong communicator with ability to explain complex concepts clearly.
• Excellent written and verbal communication.
• Proficient with Microsoft Office and Adobe Acrobat.

Responsibilities

• Meet with prospective clients to recommend estate planning solutions (e.g., Asset Protection Trusts, Revocable Living Trusts, Wills, Powers of Attorney).
• Guide clients through the planning process, including document review and execution.
• Collaborate with paralegals to ensure timely document drafting.
• Maintain accurate client records and communications using internal systems.
• Participate in weekly team meetings and training sessions.
• Assist in team-building and professional development events.

Skills

Strong communicator

Excellent communication

Tech-savvy

Microsoft Office

Adobe Acrobat

Education

Law degree

Tools

Office 365

Job description

About the Firm

Stouffer Legal was founded in 2013 to provide comprehensive estate planning and estate administration services. We are based in Towson, Maryland, and serve clients throughout Maryland, Washington, DC, Pennsylvania, and Virginia. Now, we're excited to be expanding into Naples, Florida to bring our client-centered approach to a new community.

Our firm has built a culture around professionalism, collaboration, and long-term client relationships. As we grow, we remain committed to delivering thoughtful, high-quality legal service grounded in empathy, education, and integrity.

About the Role

We are seeking a full-time Attorney to join our Estate Planning team. In this position, your role would be to meet with individuals and families who have expressed interest in estate planning services via the company's marketing efforts (you don't have to bring in your own clients). You would listen to their concerns, as well as their goals and objectives, and propose the best solution to help them achieve their objectives. You would guide them to make a decision to move forward with your proposed plan, collecting partial payment. Our paralegal team would draft the plan documents and you would lead any subsequent meetings with the clients to review the documents and make sure they understand and agree

Why Attorneys Thrive at Stouffer Legal

Professional Advantages

• True Work-Life Balance – Predictable schedule and reasonable caseloads allow for personal time and focus.
• Multiple Earning Paths – Earn above your base salary through structured tenure and performance-based opportunities.
• No Book of Business Required – We handle client acquisition so you can focus on practicing law.
• Fully Managed Marketing – Your calendar stays full through in-house marketing efforts.
• Pre-Scheduled Consultations – All meetings are booked for you in advance.
• No Prior Estate Planning Experience Needed – We provide hands-on training to help you build your skillset in this specialized area.
• Weekly Legal Training & Development – Internal sessions to refine your technical expertise and stay sharp.
• Team-Based Culture – Join a collaborative team that values mentorship, knowledge-sharing, and professionalism.

Key Responsibilities

• Meet with prospective clients to recommend appropriate estate planning solutions (e.g., Asset Protection Trusts, Revocable Living Trusts, Wills, Powers of Attorney)
• Guide clients through the full planning process, including document review and execution
• Collaborate with paralegals to ensure timely and accurate document drafting
• Maintain accurate records and client communications using our internal systems
• Participate in weekly team meetings and training sessions
• Occasionally assist in team-building and professional development events

Schedule & Work Environment

• Monday–Friday, 8:30 AM – 5:30 PM
• This is an in-office role based in Naples, FL.
• Prioritize client facing meetings throughout the day

Ideal Candidate Profile

• A strong communicator who listens actively and explains complex concepts clearly
• Comfortable presenting estate plans and handling client questions or objections
• Able to follow structured consultation frameworks and maintain high closing rates
• Organized and tech-savvy, with familiarity in Microsoft Office, Office 365, and Adobe Acrobat
• Professional, client-focused, and growth-oriented

Requirements

• Law degree and license to practice in Florida
• Minimum of 2 years of experience working in a professional law firm environment.
• Ability to engage new clients in initial consultations
• Excellent communication skills, written and verbal
• Experience with Microsoft Office (Word, Outlook, OneNote, Teams, etc.)
• Willingness to undergo a background check

Compensation & Firm-Wide Benefits

• Competitive Salary – $100,000–$110,000
• Paid Twice Monthly – On the 7th and 21st.
• Benefits Start on Day One
• Health Insurance (CareFirst) – 50% company contribution.
• Dental & Vision Insurance – Offered as part of your benefits package.
• Short- & Long-Term Disability Insurance – 100% employer-paid.
• Basic Life Insurance – 100% employer-paid.
• 401(k) – Up to 4% company matching, no vesting period.
• 15 Days of PTO Annually – Increases with tenure.
• 3 Weeks Paid Parental Leave
• 7 Paid Holidays
• Employee Discounts
• Paid Training & Onboarding

What You Can Expect in the Hiring Process

• Submit application
• Phone interview (10–15 minutes)
• Virtual interview via Microsoft Teams (1 hour)
• Candidate assessment (sent via email)
• In-person interview (1 hours)
• Reference checks
• Job offer and onboarding

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as required to meet the ongoing needs of our Firm.

Company Description

Join our dynamic team, and become a part of an organization that values its clients and employees alike. We offer competitive compensation, comprehensive benefits, and opportunities for professional growth within the firm.