Estate Planning Attorney

AppleOne Employment Services; Florida; On-site; USD 120,000 - 180,000; Full time

Job summary

AppleOne Employment Services is seeking a skilled estate planning attorney in Florida to advise clients on comprehensive estate plans and related fiduciary matters.

The role involves drafting wills, trusts, powers of attorney, and directives; collaborating with financial advisers and CPAs; and guiding probate and trust administration with precision. Join a client-focused firm committed to thoughtful wealth planning.

Qualifications

• Juris Doctor degree from an accredited law school and active Florida Bar membership.
• Experience in estate planning, trusts and estates, or related private client practice.
• Ability to draft estate planning documents and explain complex legal concepts clearly to clients.
• Strong research, writing, organization, and client-service skills.

Responsibilities

• Advise clients on estate plans reflecting family circumstances, financial goals, and legacy objectives.
• Draft and review wills, revocable and irrevocable trusts, powers of attorney, advance health care directives, and related documents.
• Address wealth transfer, asset protection, charitable giving, and business succession considerations as relevant to each engagement.
• Counsel clients and fiduciaries on trust and estate administration matters, including probate issues when appropriate.
• Collaborate with other attorneys, accountants, financial advisers, and client representatives to implement planning strategies.
• Maintain clear client communication, thorough documentation, and timely management of assigned matters.

Skills

Independent matter management

Collaborative work

Education

Juris Doctor degree

Active Florida Bar member in good standing

Job description

This description is a general overview of the opportunity. Specific responsibilities, level, compensation, and work arrangement will be discussed during the interview process.

Advise clients on estate plans that reflect their family circumstances, financial goals, and legacy objectives, and handle related trust and estate planning and administration matters.

Responsibilities

• Advise clients on estate plans that reflect their family circumstances, financial goals, and legacy objectives.
• Draft and review wills, revocable and irrevocable trusts, powers of attorney, advance health care directives, and related documents.
• Address wealth transfer, asset protection, charitable giving, and business succession considerations as relevant to each engagement.
• Counsel clients and fiduciaries on trust and estate administration matters, including probate issues when appropriate.
• Collaborate with other attorneys, accountants, financial advisers, and client representatives to implement planning strategies.
• Maintain clear client communication, thorough documentation, and timely management of assigned matters.

Qualifications

• Juris Doctor degree from an accredited law school; must have passed the Florida Bar and be an active member in good standing.
• Professional experience in estate planning, trusts and estates, or a closely related private client practice.
• Demonstrated ability to draft estate planning documents and explain complex legal concepts clearly to clients.
• Strong legal research, writing, organization, and client service skills.
• Ability to manage matters independently while working collaboratively with colleagues and outside advisers.
• Experience with estate and gift tax planning, probate, trust administration, or high net worth clients is valued.

Required Skills

• Ability to manage matters independently.
• Ability to work collaboratively with colleagues and outside advisers.

Preferred Skills

• Experience with estate and gift tax planning.