Elite Trusts & Estates Attorney | Wealth Transfer & Probate

Jobot; Fort Myers (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

Job summary

Jobot is seeking a Trusts & Estates Attorney in Florida to advise high-net-worth individuals and fiduciaries on estate planning, probate, and wealth preservation. The ideal candidate will have strong drafting and client relationship abilities and a commitment to delivering sophisticated legal solutions tailored to clients' objectives.

The role involves drafting wills, trusts, powers of attorney, and related instruments; advising on wealth transfer strategies; and collaborating with tax,

Qualifications

• 3+ years of trusts and estates experience preferred, though attorneys with more significant experience are encouraged to apply.
• Experience with estate planning, probate administration, and trust administration matters.
• Knowledge of federal estate, gift, and generation-skipping transfer tax principles.
• Strong drafting, analytical, and communication skills.
• Ability to manage client matters independently while working collaboratively within a team environment.

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.

Education

J.D. from an accredited law school

Active Florida Bar in good standing

Job description

Jobot is seeking a Trusts & Estates Attorney in Florida to advise high-net-worth individuals and fiduciaries on estate planning, probate, and wealth preservation. The ideal candidate will have strong drafting and client relationship abilities and a commitment to delivering sophisticated legal solutions tailored to clients' objectives.

The role involves drafting wills, trusts, powers of attorney, and related instruments; advising on wealth transfer strategies; and collaborating with tax,