Estate Planning Attorney — Own Your Client Matters

Orion Placement; Angel Run (FL); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Dental insurance

Health insurance

Paid time off

Retirement plan

Vision insurance

Job summary

Orion Placement seeks an experienced attorney in Florida to independently manage estate planning and probate matters, from initial client intake to finalization, with direct client contact and collaboration with our experienced staff.

This on-site role in Valrico requires 3+ years' direct estate planning and probate experience and a Florida Bar membership in good standing. Limited remote flexibility may be possible after onboarding, with a salary range of $120,000 to $180,000 per year.

Qualifications

• 3+ years of directly relevant estate planning and probate experience.
• Active membership in good standing with The Florida Bar.
• Experience independently advising and representing estate planning and probate clients.
• Experience serving as the primary attorney responsible for client matters.
• Strong estate planning and probate drafting, review, and document finalization skills.
• Excellent client communication, judgment, organization, and follow through.
• Transferable book of business or established referral relationships preferred, but not required.
• Candidates from solo practice backgrounds are welcome if their experience aligns with the role.

Responsibilities

• Independently manage estate planning matters from initial consultation through completion.
• Advise clients regarding wills, trusts, powers of attorney, advance directives, and related estate planning strategies.
• Handle probate and estate administration matters as the primary attorney responsible for the file.
• Meet directly with clients and provide clear, practical guidance throughout sensitive estate and probate matters.
• Direct, review, revise, and finalize estate planning and probate documents prepared with support from experienced staff.
• Coordinate with legal staff to keep matters organized, responsive, and moving efficiently.
• Develop strong client relationships and contribute to referral and business development efforts.
• Work collaboratively with attorneys across related legal practice areas when client needs overlap.

Skills

Estate planning

Probate matters

Client communication

Advising clients

Job description

Orion Placement seeks an experienced attorney in Florida to independently manage estate planning and probate matters, from initial client intake to finalization, with direct client contact and collaboration with our experienced staff.

This on-site role in Valrico requires 3+ years' direct estate planning and probate experience and a Florida Bar membership in good standing. Limited remote flexibility may be possible after onboarding, with a salary range of $120,000 to $180,000 per year.