Estate Planning Attorney

Legal Search Solutions, LLC; Boca Raton (FL); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Competitive compensation

Performance-based bonus opportunities

401(k) retirement benefits

Continuing legal education support

Long-term career growth within a well‑

Job summary

Legal Search Solutions, LLC in Palm Beach County, FL seeks an Associate Attorney to join its expanding Estate Planning practice. You will handle client matters from intake through execution, drafting wills, trusts, powers of attorney, and related documents with a team of professionals.

The ideal candidate has JD, Florida Bar membership, 0–5+ years experience, and comfort with WealthCounsel, FormBuilder, and Clio; Spanish is a plus.

Qualifications

• J.D. from an accredited law school.
• Active membership in good standing with the Florida Bar.
• 0–5+ years of experience in estate planning, trusts, probate, or related matters.
• Experience drafting estate planning documents using WealthCounsel, FormBuilder, or similar software.
• Familiarity with Clio or other practice management software.
• Strong drafting, organizational, analytical, and communication skills.
• Ability to independently manage client matters with minimal supervision.
• Spanish language skills are a plus.

Responsibilities

• Conduct initial consultations and advise clients on estate planning strategies.
• Draft and review wills, trusts, powers of attorney, healthcare directives, deeds, and related documents.
• Manage estate planning matters from intake through execution and funding.
• Maintain strong client relationships and provide exceptional service.
• Coordinate with paralegals, financial advisors, and other professionals.
• Utilize WealthCounsel, FormBuilder, Clio, or similar software.
• Assist with probate and trust administration matters as needed.

Skills

Drafting

Organizational skills

Analytical skills

Communication

Education

J.D. from accredited law school

Tools

WealthCounsel

FormBuilder

Clio

Job description

Associate Attorney – Estate Planning
Location:Palm Beach County, FL
Practice Area: Estate Planning, Probate, Trust Administration, Elder Law

A well-established South Florida law firm is seeking an Associate Attorney to join its growing Estate Planning practice in Palm Beach County. This is an excellent opportunity for an attorney who enjoys working directly with clients and helping individuals and families develop customized estate plans that provide long‑term security and peace of mind.

The ideal candidate is organized, detail‑oriented, compassionate, and capable of independently managing estate planning matters from initial client consultation through document preparation and execution. Experience with probate and trust administration is beneficial, and an interest in expanding into Elder Law, Medicaid Planning, and Special Needs Planning is welcomed.

Responsibilities

• Conduct initial consultations and advise clients on estate and incapacity planning strategies.
• Draft and review estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, deeds, and related documents.
• Manage estate planning matters from intake through execution and funding.
• Maintain strong client relationships and provide exceptional client service throughout the planning process.
• Coordinate with paralegals, financial advisors, accountants, and other professionals to facilitate efficient matter management.
• Utilize legal technology and document automation platforms, including WealthCounsel, FormBuilder, Clio, or similar software.
• Maintain organized case files and ensure matters progress efficiently and accurately.
• Assist with probate and trust administration matters as needed.

Qualifications

• J.D. from an accredited law school.
• Active membership in good standing with the Florida Bar.
• 0–5+ years of experience in estate planning, trusts and estates, probate, or a related practice area.
• Experience drafting estate planning documents using WealthCounsel, FormBuilder, or comparable software preferred.
• Familiarity with Clio or similar legal practice management software.
• Strong drafting, organizational, analytical, and communication skills.
• Ability to independently manage client matters with minimal supervision.
• Experience working with elderly clients and their families is a plus.
• Spanish language skills are a plus.

Compensation & Benefits

• Competitive compensation commensurate with experience.
• Performance‑based bonus opportunities.
• 401(k) and retirement benefits.
• Continuing legal education and professional development support.
• Opportunity for long‑term career growth within a well‑respected and expanding practice.