Attorney

The-Siegel-Law-Group; Boca Raton (FL); On-site; USD 113,000 - 138,000; Full time

Job summary

The Siegel Law Group in Boca Raton, FL, seeks an experienced Attorney to lead estate planning and probate matters, mentor junior staff, and ensure high-quality client service. You will manage a caseload, draft and review wills and trusts, supervise paralegals, and work with leadership to improve operations and outcomes.

The ideal candidate has a JD, Florida Bar admission, 3+ years in estate planning/probate, strong drafting and research skills, and a client-focused approach within a

Qualifications

• JD from an accredited law school.
• Active Florida Bar license in good standing.
• Minimum 3 years’ experience in estate planning and probate.
• Strong drafting, research, and analytical skills.
• Familiarity with probate rules and estate planning statutes.

Responsibilities

• Manage a caseload involving estate planning, probate, and trust administration.
• Provide guidance and mentorship to attorneys and staff.
• Draft, review, and oversee wills, trusts, powers of attorney, and directives.
• Represent clients in probate court hearings and prepare court documents.
• Lead client consultations and ensure effective client communication.
• Collaborate with colleagues to improve legal operations and client experience.

Skills

Estate planning

Probate law

Legal research

Drafting

Client relations

Time management

Education

Juris Doctor (JD)

Tools

Clio

Lawmatics

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.

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.