Estate Planning Attorney: Build Wealth, Trusts, and Legacy

AppleOne Employment Services; Florida; Presencial; USD 120.000 - 180.000; Jornada completa

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Independent matter management

Collaborative work

Educación

Juris Doctor degree

Active Florida Bar member in good standing

Descripción del empleo

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.