Estate Planning Attorney

Beacon Legacy Law; Palm City (FL); On-site; USD 100,000 - 120,000; Full time

Benefits offered by this job

401K with match

Medical insurance

Dental insurance

Vision insurance

Paid time off

Job summary

Beacon Legacy Law is seeking an Associate Attorney with estate planning and probate experience to work with a dedicated team in Martin County, FL. You will oversee client matters, draft and review wills and trusts, and collaborate with advisors to fund estates and manage assets.

You will represent clients in probate matters, stay current on Florida law, and contribute to growth of the firm. A competitive salary and comprehensive benefits accompany a collaborative, client‑centric practice.

Qualifications

• Must be a member in good standing of The Florida Bar.
• Drafted at least 50 estate plans and/or been attorney of record for at least 25 probate cases.
• LLM in taxation or estate planning is preferred.
• Experience in Elder Law and/or Guardianship is helpful but not required.
• Strong research and writing skills.

Responsibilities

• Lead client consultations to understand estate planning needs and provide tailored solutions.
• Draft, review, and finalize wills, trusts, and estate documents with precision and clarity.
• Collaborate with clients and their advisors to ensure seamless trust funding and asset management.
• Represent clients in probate court proceedings, advocating for their best interests with professionalism.
• Stay updated on legal trends and changes in estate planning laws to provide informed advice.
• Work closely with our team to develop innovative strategies that align with clients' legacy goals.
• Foster strong client relationships through consistent communication and exceptional service.

Skills

Research skills

Writing skills

Client communication

Education

LLM in taxation or estate planning

Tools

Microsoft Office (Word & Excel)

Job description

An Estate Planning and Probate Law Firm in beautiful Martin County, FL is hiring an Associate Attorney. Our mission is to help people preserve and protect their legacy, and we are seeking an associate whose goals are in alignment with that mission. Below is more information about the job requirements, qualifications, and job description associated with this position.

Why Our Firm?

• You seek to be a professional leader in a healthy, professional work environment that produces amazing outcomes for clients and offers work/life balance for the team (No evening or weekend client calls).
• You value being supported by a team of experienced and skilled legal professional.
• You want a competitive salary.
• You are excited about the opportunities that come with working within a fast-growing law firm.
• You value a 401K plan with a match.
• You desire a competitive salary commensurate with your knowledge and effort…along with medical, dental, vision, and paid time off, etc.

Are you a self‑motivated attorney with Estate Planning and Probate Law experience?

Would you enjoy the opportunity to interact with clients daily, designing and executing strategies to help them build a brighter future? Would you like to work with high‑net‑worth clients that present interesting (and sometimes challenging) fact patterns? Do you get excited about opportunities to grow personally and professionally? Do you enjoy working in a small firm environment that offers more flexibility in work/life balance? If your answer is yes, then this might be the place for you! This is not your typical fast‑growing law firm! Our entrepreneurial approach requires that everyone is included as a critical part of the team, yet we are big enough to make a substantial difference in the lives of our clients. Work where you know the owner, have daily interaction with our clients, and help us grow the firm. Our new associate will be a hard‑working team player responsible for all aspects of a client’s case including communicating with clients and other counsel and advisers, drafting and/or reviewing documents and pleadings, filing pleadings, attending the occasional court hearing, and overseeing the process of trust funding. Skills and experience are required, appreciated, and valued, but personality, character, intelligence, and integrity will be paramount considerations. Those who are not team players need not apply. This position is more than a job. For the right candidate, it’s a career. Salary is commensurate with skill and experience and is negotiable.

This Job Is Ideal for Someone Who Is:

• Dependable -- more reliable than spontaneous
• People-oriented -- enjoys interacting with people and working on group projects.
• Detail-oriented -- would rather focus on the details of work than the bigger picture.

Job Type: Full-time Salary: $100,000.00 - $120,000.00 per year Schedule: Monday to Friday

Responsibilities

• Lead client consultations to understand their estate planning needs and provide tailored solutions.
• Draft, review, and finalize wills, trusts, and estate documents with precision and clarity.
• Collaborate with clients and their advisors to ensure seamless trust funding and asset management.
• Represent clients in probate court proceedings, advocating for their best interests with professionalism.
• Stay updated on legal trends and changes in estate planning laws to provide informed advice.
• Work closely with our team to develop innovative strategies that align with our clients' legacy goals.
• Foster strong client relationships through consistent communication and exceptional service.

Qualifications

• Must be a member in good standing of The Florida Bar
• You have drafted at least 50 estate plans and/or been attorney of record for at least 25 probate cases. Note that we are not as concerned with the number of years of experience as we are with the quality of the experience.
• LLM in taxation or estate planning is preferred.
• Experience in Elder Law and/or Guardianship is helpful but not required.
• Strong research and writing skills.
• Proficient in Microsoft Office, including Word and Excel
• Excellent organizational skills
• Experience managing a full case load.

Other requirements include the following:

• Must be a member in good standing of The Florida Bar
• You have drafted at least 50 estate plans and/or been attorney of record for at least 25 probate cases. Note that we are not as concerned with the number of years of experience as we are with the quality of the experience.
• LLM in taxation or estate planning is preferred.
• Experience in Elder Law and/or Guardianship is helpful but not required.
• Strong research and writing skills.
• Proficient in Microsoft Office, including Word and Excel
• Excellent organizational skills
• Experience managing a full case load.

Compensation

$100,000-$120,000 per year