Estate and Document Attorney

Jobtailor; Port Saint Lucie (FL); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Jobtailor in Florida seeks an attorney to provide estate planning services and coordinate with Legal Directors and financial professionals. You will meet clients virtually or in person, draft trusts, wills, powers of attorney, healthcare directives, deeds, and LLCs, and stay current with Florida state laws.

The role requires licensing in Florida, strong communication, and the ability to lead and collaborate with advisory teams. A robust book of business with high-net-worth clients is involved.

Qualifications

• Must be licensed to practice law in Florida.
• Ability to conduct client meetings virtually but oversee document execution in person.
• Excellent written and verbal communication skills.
• Innovative and creative in drafting estate plans.
• Ability to lead and be decisive.
• Strong time management and organizational abilities.
• Collaborative skills to work with tax, business, and financial advisors.

Responsibilities

• Provide estate planning services for clients referred by Legal Directors.
• Meet virtually or in-person with clients to confirm estate planning needs.
• Prepare revocable living trusts, wills, powers of attorney, healthcare directives, deeds, and LLCs.
• Draft estate planning documents using personal methods or company templates.
• Stay up-to-date with the latest state laws.
• Collaborate with internal Legal Directors and other tax, business, and financial professionals.
• Serve an established book of business with households holding assets ranging from $1 million to $10 million.

Skills

Estate planning

Client communication

Leadership

Time management

Collaboration

Creative thinking

Education

Licensed attorney in Florida

Job description

• Provide estate planning services for clients handed off by Legal Directors


• Meet virtually or in-person with clients to confirm estate planning needs


• Prepare revocable living trusts, wills, powers of attorney, healthcare directives, deeds, and LLCs


• Draft estate planning documents using personal methods or company templates


• Stay up-to-date with the latest state laws


• Work with internal Legal Directors and other tax, business, and financial professionals


• Serve an established book of business with households holding average client assets of $1 million to $10 million

Requirements

• Must be licensed in the posted state


• Entry level attorneys will be considered


• Can conduct client meetings virtually, but must be able to meet clients to oversee document execution


• Excellent written and verbal communication skills


• Innovative and creative


• Ability to lead and be decisive


• Time management and organization


• Collaborative skills to accept and turn ideas into strategies with help of tax, business, and financial advisors

Core Competencies

Demonstrates expertise in estate planning by preparing legal documents such as trusts, wills, and powers of attorney while maintaining compliance with state laws. Strong communication and collaboration skills are essential for effectively engaging with clients and coordinating with financial professionals.