Estate Planning Attorney

Ascendo Resources; Boca Raton (FL); On-site; USD 140,000 - 230,000; Full time

Benefits offered by this job

Meaningful client interaction

Benefits package

Growth opportunities

Job summary

Ascendo Resources in Boca Raton, FL seeks a Trusts & Estates Attorney (7+ years) to join a planning-heavy private client practice onsite. You will lead estate planning matters end-to-end, with a strong emphasis on trust drafting for high-net-worth clients.

Responsibilities include drafting revocable and irrevocable trusts, durable powers of attorney, health care directives, and wealth-transfer strategies; coordinating with CPAs and financial advisors; and guiding clients through funding and

Qualifications

• Active Florida Bar membership in good standing (required).
• 7+ years of trusts & estates experience with a strong emphasis on estate planning.
• Demonstrated, hands-on trust drafting experience—comfortable creating trusts with minimal supervision.
• Strong writing and client-facing communication skills.
• Must be able to work onsite in Boca Raton, FL.

Responsibilities

• Lead estate planning matters end-to-end from intake to drafting, execution and implementation.
• Draft and structure trusts (revocable and irrevocable) and related documents.
• Draft and update supporting estate planning documents (powers of attorney, health care directives).
• Advise clients on planning strategies such as asset protection, gifting, and wealth transfer.
• Coordinate trust funding, asset titling, and beneficiary designations with clients and advisors.

Skills

Estate planning

Trust drafting

Client communication

Onsite

Education

J.D. from an accredited law school

Job description

Trusts & Estates Attorney (Planning-Focused; Trust Drafting Required)

About the Firm

A respected law firm in Boca Raton, Florida is seeking a Trusts & Estates Attorney (7+ years) to join a planning-heavy private client practice. This onsite opportunity is ideal for an attorney who thrives on sophisticated estate planning, trusted-advisor client relationships, and high-quality drafting.

Active Florida Bar membership (in good standing) is required.

Significant trust creation/drafting experience is required (revocable and irrevocable trusts).

• Lead estate planning matters end-to-end, from intake and issue-spotting through drafting, execution, and implementation.
• Draft and structure trusts (required), including:
• Revocable living trusts
• Irrevocable trusts (including gifting/wealth-transfer strategies)
• Special purpose planning trusts (as appropriate for the client’s goals)
• Draft and update supporting estate planning documents, including:
• Durable powers of attorney
• Health care surrogate designations and advance directives
• Advise clients on planning strategies such as:
• Asset protection planning concepts and trust structuring
• Lifetime gifting approaches and wealth transfer planning
• Planning for blended families, second marriages, and special circumstances
• Drive the implementation side of planning:
• Trust funding guidance and coordination of asset titling
• Review/coordinate beneficiary designations
• Work collaboratively with client advisors (CPAs, financial advisors, insurance professionals)

Qualifications

• J.D. from an accredited law school
• 7+ years of trusts & estates experience with a strong emphasis on estate planning
• Demonstrated, hands‑on trust drafting experience (required)—must be comfortable creating trusts with minimal supervision
• Strong writing/drafting skills and excellent client‑facing communication
• Must be able to work onsite in Boca Raton, FL

Preferred (Nice to Have)

• Experience advising high-net-worth individuals/families and closely held business owners
• Exposure to tax‑aware planning (in coordination with CPAs), charitable planning, or business succession planning
• Experience supervising/mentoring junior attorneys or paralegals

What the Firm Offers

• Planning-forward work with meaningful client interaction
• Collaborative team environment and partner access
• Competitive compensation commensurate with experience
• Benefits package and long‑term growth potential