Estate Planning Attorney

AppleOne Employment Services

Venice (FL)

On-site

USD 75,000 - 85,000

Full time

5 days ago
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Benefits offered by this job

Professional growth opportunities
Long-term career stability
Collaborative team environment

Job summary

AppleOne Employment Services is seeking an Estate Planning Attorney for our Venice, FL office with an onsite option in Clearwater. The role focuses on wills, trusts, probate, and estate planning, managing matters from intake to resolution while building long-term client relationships.

You will work with a collaborative team, have the autonomy to handle matters end-to-end, and enjoy professional growth opportunities in a stable, client-focused practice.

Qualifications

  • Active Florida Bar license required.
  • 2+ years of estate planning and probate experience.
  • Experience drafting wills, trusts, powers of attorney, and healthcare directives.
  • Ability to manage matters end-to-end with minimal supervision.
  • Strong client communication and relationship-building skills.

Responsibilities

  • Advise clients on estate planning strategies and asset protection.
  • Draft and revise wills, trusts, powers of attorney, and directives.
  • Manage probate and estate administration from intake to resolution.
  • Prepare filings, correspondence, and supporting documents.
  • Communicate with clients and advisors to support ongoing practice growth.
  • Maintain accurate matter files and develop client relationships.

Skills

Florida Bar license
Estate planning experience
Wills & trusts drafting
Client communication
Independent matter management
Probate experience

Job description

Job Summary

A well-established legal services practice is seeking an Estate Planning Attorney to join its growing team in Venice, FL, with an additional onsite option in Clearwater, FL. This direct hire opportunity is ideal for an attorney who enjoys working closely with individuals and families, building long-term client relationships, and providing practical guidance through estate planning, probate, trust administration, and estate administration matters. This role offers a stable, client-focused practice environment with supportive leadership, a collaborative team, and opportunities for professional growth. The successful candidate will have the autonomy to manage matters from start to finish while working alongside experienced legal professionals who value communication, responsiveness, and high-quality client service.

Key Responsibilities
  • Advise clients on estate planning strategies, probate avoidance, succession planning, and asset protection considerations.
  • Draft, review, and revise wills, trusts, powers of attorney, healthcare directives, and related estate planning documents.
  • Manage estate administration, probate administration, and trust administration matters from intake through resolution.
  • Prepare probate and estate administration filings, correspondence, and supporting documentation.
  • Communicate with clients, beneficiaries, trustees, financial institutions, government agencies, and professional advisors.
  • Maintain accurate matter files while developing strong client relationships and supporting long-term practice growth.
Compensation and Benefits
  • Salary: $75,000 to $85,000 per year.
  • Direct hire opportunity.
  • Full-time position.
  • In-office role in Venice or Clearwater, FL.
  • Professional growth and advancement opportunities.
  • Collaborative team environment.
  • Long-term career stability.
Required Qualifications and Skills
  • Manage comprehensive estate planning matters, including wills, trusts, powers of attorney, and healthcare directives.
  • Handle probate administration, estate administration, and trust administration matters from start to finish.
  • Advise clients on probate avoidance strategies, succession planning, and estate-related legal issues.
  • Build and maintain strong client relationships while coordinating with internal and external advisors.
  • Active Florida Bar license required.
  • 2+ years of estate planning and probate experience required.
  • Experience drafting wills, trusts, powers of attorney, and estate planning documents required.
  • Strong knowledge of Florida probate and estate law.
  • Ability to manage client matters independently with strong attention to detail.
  • Excellent communication, organization, and client relationship skills.
  • Must be able to work onsite in Venice or Clearwater, FL.
Preferred Qualifications
  • Trust administration experience.
  • Asset protection planning experience.
  • Experience in real estate, corporate law, family law, litigation, or related legal practice areas.
  • Business development or client relationship management experience.
  • Interest in building a long-term estate planning practice.
Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here: https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here: https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program. https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

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