Estate Planning Associate Attorney

Dean Mead; Orlando (FL); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Dean Mead, a prominent Florida law firm, seeks an Associate Attorney for its Estate and Succession Planning Group in Orlando. The role focuses on sophisticated estate plans, trust administrations, and related tax matters, with a collaborative, client-centered approach.

The candidate should have 0–5 years’ experience, a JD from an accredited school (LL.M. in Taxation preferred), and strong drafting, analytical, and communication skills. Hybrid work arrangements are available after onboarding.

Qualifications

• JD from an accredited law school and licensed to practice law in Florida
• LL.M. in Taxation preferred or required
• Excellent drafting and analytical abilities
• Detail-oriented with strong organizational and time management skills
• Ability to work both independently and as part of a team

Responsibilities

• Meet with clients to discuss estate planning needs and provide legal advice while keeping clients informed.
• Prepare wills, trusts, and power of attorney documents tailored to clients’ circumstances.
• Provide guidance on minimizing estate, gift, and GST tax implications.
• Stay updated on laws and regulations and conduct legal research as needed.
• Collaborate with tax and real estate attorneys to offer integrated services.

Skills

Drafting

Analytical skills

Communication

Detail-oriented

Organization

Time management

Professionalism

Ethical standards

Teamwork

Education

Juris Doctor (JD)

LL.M. in Taxation

Job description

Full-time

Summary

Dean Mead, a prominent, mid-sized firm with offices throughout Florida, is seeking an Associate Attorney with 0-5 years of experience in estate planning and estate and trust administrations to join its Estate and Succession Planning Group. This position will be based out of our Orlando office.

The Associate will have the opportunity to work with and learn from a team of experienced estate planning Attorneys, representing over 100 years of combined experience. The Associate will work on sophisticated estate plans, family business succession plans, the administration of large estates and trusts, tax controversies, and estate and trust litigation as part of a collaborative and client-focused team. The Associate also will draft complex legal documents, prepare estate and gift tax returns, and communicate with clients and colleagues to meet our clients’ goals.

Candidates must possess excellent drafting and analytical skills and have a strong academic record. Additionally, candidates should be detail oriented, self-motivated, and have excellent communication and organizational skills.

Dean Mead offers opportunities for advancement within a dynamic environment, competitive salary, and excellent benefits.

Responsibilities and Duties

• Meet with clients to discuss estate planning needs, understand their goals, and provide legal advice. Maintain clear and regular communication with clients, keeping them informed about the progress of their estate planning matters.
• Prepare legal documents such as wills, trusts, and power of attorney documents tailored to clients' specific circumstances.
• Provide guidance on minimizing tax implications related to estate planning, including estate, gift, and GST taxes.
• Stay updated on relevant laws and regulations, conducting legal research as needed to ensure accurate advice and document drafting.
• Collaborate with other legal professionals within the firm, such as tax and real estate attorneys, to offer integrated and comprehensive services.

Qualifications

To perform this job successfully, an individual must be able to perform the Duties and Responsibilities above satisfactorily and meet the requirements below. The requirements listed below are representative of the minimum knowledge, skill, and/or ability required. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions of the job. If you need such an accommodation, please contact Dean Mead Human Resources.

Work Environment

• Hybrid work arrangements will be considered after a successful onboarding period.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Dean Mead provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type 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.

Required Education and Experience

• Juris Doctor (JD) degree from an accredited law school and licensed to practice law in the state of Florida. An LL.M. in Taxation, or coursework or experience in tax law, is also required.
• Excellent oral and written communication abilities.
• Detail-oriented with exceptional organizational and time management skills.
• Ability to work both independently and collaboratively as part of a legal team.
• High level of professionalism and ethical standards.
• Strong analytical and problem-solving skills.