Elite Trusts & Estates Attorney – Wealth Planning

Jobot; Naples (FL); On-site; USD 140,000 - 160,000; Full time

Benefits offered by this job

Profit Sharing Plan

401K

Excellent Health Benefits

Mentorship & Growth

Free Parking

Employee Assistance Program

And Much More!

Job summary

Jobot seeks a Trusts & Estates Attorney in Naples, FL to advise high-net-worth individuals and families on estate planning, trust administration, probate, wealth preservation, and succession planning. The role emphasizes strong client relationships and practical, sophisticated legal solutions tailored to clients’ objectives.

The candidate should have a J.D., active Florida Bar status, and 3+ years of trusts and estates experience, with a track record in drafting and advising on complex estate

Qualifications

• J.D. from an accredited law school.
• Active membership in good standing with The Florida Bar.
• 3+ years of trusts and estates experience preferred.

Responsibilities

• Draft and implement sophisticated estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, and related instruments.
• Advise clients on wealth transfer strategies, gift and estate tax planning, asset protection, and business succession planning.
• Counsel fiduciaries regarding trust and estate administration matters.
• Handle probate and trust administration proceedings from inception through completion.
• Assist family-owned businesses with succession planning and generational wealth transfer strategies.
• Collaborate with attorneys in tax, corporate, real estate, and litigation practice groups to provide comprehensive client service.
• Conduct legal research and provide strategic guidance regarding federal and Florida estate, gift, trust, and probate laws.
• Develop and maintain strong client relationships while contributing to the growth of the firm's Trusts & Estates practice.
• Participate in networking, business development, and community engagement activities.

Skills

Estate planning

Trust administration

Probate

Client relations

Drafting

Legal research

Education

J.D. from an accredited law school

Job description

Jobot seeks a Trusts & Estates Attorney in Naples, FL to advise high-net-worth individuals and families on estate planning, trust administration, probate, wealth preservation, and succession planning. The role emphasizes strong client relationships and practical, sophisticated legal solutions tailored to clients’ objectives.

The candidate should have a J.D., active Florida Bar status, and 3+ years of trusts and estates experience, with a track record in drafting and advising on complex estate