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Attorney- Estate Planning (licensed in NY & Florida)

Jobot

New York (NY)

Remote

USD 150,000 - 225,000

Full time

5 days ago

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Job summary

Jobot is seeking an experienced Estate Planning and Wealth Management Attorney licensed in New York & Florida to join their team. The ideal candidate will provide sophisticated legal guidance on estate planning and wealth preservation strategies to high-net-worth clients, ensuring adherence to relevant laws and regulations.

Benefits

Competitive salary

Performance-based bonuses

Health, dental, and vision insurance

401(k) with employer match

Continuing legal education (CLE) support

Professional development opportunities

Qualifications

5+ years of experience in estate planning and wealth management.
Active member of the Florida & New York bar.
Experience working with high-net-worth individuals.

Responsibilities

Develop customized estate plans including wills and trusts.
Advise on wealth management strategies and tax minimization.
Manage probate and trust administration processes.

Skills

Analytical skills

Communication skills

Attention to detail

Education

J.D. from an accredited law school

LL.M. in Taxation or Estate Planning (preferred)

Attorney- Estate Planning (licensed in NY & Florida)

3 days ago Be among the first 25 applicants

This range is provided by Jobot. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$150,000.00/yr - $225,000.00/yr

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Job details

Remote!

This Jobot Job is hosted by Angela Trudeau

Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.

Salary $150,000 - $225,000 per year

A Bit About Us

We are seeking an experienced and client-focused Estate Planning and Wealth Management Attorney to join our growing Florida-based legal team. The ideal candidate will have a strong background in estate planning, trust and estate administration, wealth preservation strategies, and asset protection, with a comprehensive understanding of New York & Florida law and relevant federal tax codes. This attorney will provide high-net-worth clients with sophisticated legal guidance tailored to their personal and financial objectives.

Why join us?

Competitive salary commensurate with experience

Performance-based bonuses

Health, dental, and vision insurance

401(k) with employer match

Continuing legal education (CLE) support

Professional development and advancement opportunities

Job Details

Key Responsibilities

Develop and implement customized estate plans including wills, trusts (revocable, irrevocable, charitable, GRATs, etc.), powers of attorney, and advance directives.

Advise clients on complex wealth management strategies, including tax minimization, generational wealth transfer, business succession planning, and charitable giving.

Manage probate and trust administration processes and represent clients in guardianship and fiduciary matters.

Collaborate with financial advisors, CPAs, and other professionals to coordinate holistic wealth preservation strategies.

Stay current on changes in estate and gift tax laws, trust law, and Florida and New York probate procedures.

Draft and review legal documents with high attention to detail, ensuring compliance with all applicable laws.

Build and maintain strong, long-term relationships with clients by providing compassionate, strategic counsel.

Participate in business development efforts, including seminars, client outreach, and networking events.

Qualifications

J.D. from an accredited law school

Active member in good standing of the Florida & New York bar

5+ years of experience in estate planning, wealth management, and trust and estate law

LL.M. in Taxation or Estate Planning (preferred)

Experience working with high-net-worth individuals and families

Strong analytical, drafting, and interpersonal communication skills

Ability to manage multiple client matters with a high level of organization and attention to detail

Book Of Business (preferred But Not Required)

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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Seniority level

Seniority level
Not Applicable

Employment type

Employment type
Full-time

Job function

Job function
Legal
Industries
Legal Services, Law Practice, and Government Administration

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