Estate Planning Attorney

Orionplacement; Sarasota (FL); On-site; USD 175,000 - 225,000; Full time

Benefits offered by this job

Dental insurance

Vision insurance

Retirement plan

Paid time off

Job summary

A leading law firm in Southwest Florida is seeking a senior estate planning attorney. The role involves drafting comprehensive estate plans, advising clients on wealth transfer strategies, and managing probate matters. The ideal candidate should have a minimum of 5 years of estate planning experience, be an active Florida-barred attorney, and possess strong communication skills. This position offers a competitive salary, excellent benefits, and a collaborative work environment with opportunities for growth.

Qualifications

• Must have a minimum of 5 years of estate planning experience with strong drafting skills.
• Active Florida Bar membership in good standing is required.
• Comfortable running client meetings and explaining complex topics simply.

Responsibilities

• Draft and advise on comprehensive estate plans including wills and trusts.
• Counsel clients on wealth transfer strategies and asset protection.
• Manage probate and trust administration matters as needed.

Skills

Estate planning

Communication

Drafting skills

Organizational skills

Education

Active Florida Bar membership

5+ years of estate planning experience

Job description

Pay:$175,000.00 - $225,000.00 per year

Why This Is a Great Opportunity

• Join an award-winning Southwest Florida firm recognized for excellence, collaboration, and top-tier client service
• Step into a senior-level estate planning role with meaningful client relationships and sophisticated matters
• Strong compensation up to $225,000 base, plus bonus opportunity
• Build and expand your estate planning practice alongside a reputable, full-service team (real estate, title, litigation, and private client work)
• Excellent benefits: health insurance, retirement options, PTO/holidays, CLE covered, plus an annual all-expenses-paid firm trip (after eligibility period)

Location:On-site in Sarasota, Florida.

Note:Must be an active Florida-barred attorney in good standing with a minimum of 5 years of estate planning experience.

About Our Client

Our client is a highly regarded Southwest Florida law firm known for sophisticated legal work paired with a supportive, professional culture. They advise individuals, families, and business owners across estate planning, probate, trust administration, asset protection, and business succession planning, and are recognized for excellence in the region.

Job Description

• Draft and advise on comprehensive estate plans including wills, revocable and irrevocable trusts, powers of attorney, and advance directives
• Counsel clients on wealth transfer strategies, asset protection, and tax-aware planning approaches
• Advise business owners on succession planning and entity considerations tied to estate plans
• Partner with clients and internal teams on probate and trust administration matters as needed
• Review and update existing plans, identify risks, and propose practical improvements
• Communicate clearly and confidently with clients, accountants, and financial advisors
• Manage matters efficiently while delivering high-touch service and strong attention to detail

Qualifications

• Active Florida Bar membership in good standing
• Minimum of 5 years of estate planning experience (strong drafting required)
• Comfortable running client meetings, issue-spotting, and explaining complex topics in plain English
• Strong writing skills, organization, and responsiveness in a client-facing practice
• Preferred experience with probate and trust administration
• Preferred experience with asset protection and business succession planning

Why You Will Love Working Here

• Senior seat with autonomy and trusted client-facing responsibility
• Quality work, strong support, and a collaborative environment with high standards and low ego
• A firm reputation that attracts strong clients and referral relationships
• Long-term stability and room to grow your practice in a high-demand area

JPC-661

Job Type: Full-time

Benefits:

• Dental insurance
• Paid time off
• Retirement plan
• Vision insurance