Attorney

The-Siegel-Law-Group; Boca Raton (FL); On-site; USD 106,000 - 144,000; Full time

Job summary

The Siegel Law Group in Boca Raton, FL is seeking an Attorney to lead estate planning and probate matters, supervise legal staff, and drive client service quality. You will manage a diverse caseload, mentor junior lawyers, and ensure compliant, high-quality legal work.

Ideal candidates hold a JD, active Florida Bar membership, and 3+ years in estate planning and probate. This role reports to firm leadership and involves client-facing work, strategy development, and collaboration with the legal

Qualifications

• Juris Doctor (JD) from an accredited law school
• Active Florida Bar in good standing
• 3+ years estate planning and probate experience
• Strong drafting, research, and analytical skills
• Knowledge of Florida probate rules and estate planning statutes
• Experience with trust administration and probate proceedings
• Excellent written and verbal communication
• Organizational, time-management, and attention to detail

Responsibilities

• Advise clients on estate planning strategies including wills, trusts, incapacity planning, and legacy preservation
• Develop and execute customized estate plans for clients
• Draft, review, and oversee wills, revocable and irrevocable trusts, powers of attorney, and advance directives
• Handle probate and trust administration from opening to closing
• Prepare probate pleadings, inventories, and court documents
• Counsel executors, trustees, and beneficiaries on fiduciary duties and compliance
• Represent clients in probate court proceedings
• Lead client meetings and consultations, including signing sessions (in-office and off-site)
• Provide guidance to paralegals and staff to ensure accuracy and compliance
• Collaborate with attorneys and administrative staff to progress cases
• Maintain accurate case notes and client records in practice management and CRM systems

Job description

Attorney

The Siegel Law Group Boca Raton, Florida, United States

About this position

An Attorney with us is responsible for providing exceptional legal services while serving as a legal leader within the Firm. In addition to managing a caseload involving estate planning, probate, trust administration, and related matters, the Attorney provides guidance and mentorship to attorneys and legal staff, promotes consistency in legal work product, supports operational excellence, and helps ensure the Firm maintains the highest standards of client service and legal quality.

The Attorney exercises sound legal judgment, demonstrates professionalism and integrity, supports the development of the legal team, and collaborates with leadership to improve legal operations, client experience, and departmental performance.

An Attorney with us is responsible for providing exceptional legal services while serving as a legal leader within the Firm. In addition to managing a caseload involving estate planning, probate, trust administration, and related matters, the Attorney provides guidance and mentorship to attorneys and legal staff, promotes consistency in legal work product, supports operational excellence, and helps ensure the Firm maintains the highest standards of client service and legal quality.

The Attorney exercises sound legal judgment, demonstrates professionalism and integrity, supports the development of the legal team, and collaborates with leadership to improve legal operations, client experience, and departmental performance.

Compensation:

$125,000

Responsibilities:

• Advise clients on estate planning strategies, including wills, trusts, incapacity planning, and legacy preservation

• Develop and execute customized estate plans tailored to individual client needs

• Draft, review, and oversee estate planning documents such as wills, revocable and irrevocable trusts, powers of attorney, and advance directives

• Handle probate and trust administration matters from opening through closing

• Prepare and file probate pleadings, inventories, accountings, and court documents

• Counsel personal representatives, trustees, and beneficiaries regarding fiduciary duties and compliance

• Represent clients in probate court proceedings and hearings as needed

• Prepare for and lead client meetings, including consultations, review meetings, and signing sessions (in-office and occasional off-site)

• Respond to trust funding, probate, and estate planning follow-up questions

• Provide guidance and oversight to paralegals and legal assistants to ensure accuracy and compliance

• Participate in new and existing client consultations with a focus on strong engagement and retention

• Collaborate with attorneys, paralegals, administrative staff, and management to ensure timely case progression

• Maintain accurate and organized case notes and client records using legal practice management and CRM systems

• Perform administrative follow-up tasks and ensure proper client file documentation

• Communicate clearly, professionally, and compassionately with clients throughout the legal process

• Ensure compliance with Florida law, court rules, and firm procedures

Qualifications:

• Juris Doctor (JD) from an accredited law school

• Active member in good standing with the Florida Bar

• 3+ years of experience practicing estate planning and probate law

• Strong drafting, legal research, and analytical skills

• Knowledge of Florida probate rules and estate planning statutes

• Experience with trust administration and probate court procedures

• Excellent written and verbal communication skills

• Strong organizational, time-management, and attention-to-detail abilities

• Ability to independently manage client matters, deadlines, and sensitive issues with empathy and discretion

• Client-focused mindset with strong engagement and retention skills

• Familiarity with legal practice management software (Clio, Lawmatics, or similar) preferred

• Ability to work independently and as part of a collaborative legal team

About Company

The Siegel Law Group is a well-established estate planning and probate law firm based in Boca Raton, Florida, serving clients throughout the state. Our practice focuses on probate and trust administration, wills and trusts, asset protection planning, Medicaid planning, long-term care planning, and elder law.