Estate Planning, Probate, and Trust Administration Senior Attorney

Moran & Associates; Tequesta (FL); On-site; USD 186,000 - 315,000; Full time

Benefits offered by this job

Health Insurance Plan Options

Health Care Savings Account with Firm

Generous paid holiday schedule and BST

Paid time off that increases with ten

Annual Bar dues paid by the firm

Continuing legal education paid by the

401K with firm contribution

Profit sharing opportunities

Job summary

Moran & Associates, a fast-growing South Florida Trust & Estate Law Firm with offices in Palm Beach and Tequesta, seeks an experienced Senior Estate Planning, Probate, and Trust Administration Attorney to lead matters from opening to closing and build lasting client relationships.

The ideal candidate will handle complex estate planning and administration independently, mentor associates and paralegals, oversee filings and strategy, and contribute to business development while upholding the

Qualifications

• Active Florida Bar license in good standing.
• 10+ years in estate planning and/or probate and trust administration.
• Experience handling complex estates and trusts independently.
• Familiarity with the Florida Probate Code and Florida Trust Code.
• Leadership and mentoring abilities for junior staff.

Responsibilities

• Lead and oversee complex estate planning, probate, and trust administration matters from opening to closing.
• Serve as primary attorney of record and client contact on significant matters.
• Supervise and direct associates, paralegals, and staff on active cases.
• Review and approve estate/trust documents, filings, and client letters.
• Attend and lead client strategy and signing appointments.
• Develop referral relationships with financial professionals and CPAs.

Skills

Leadership

Mentoring

Client relationships

Estate planning

Probate & trust administration

Litigation background

Book of business

Team supervision

Education

Florida Bar license in good standing

Board Certification in Wills, Trusts & Estates (strong plus)

Job description

Pay: $186,000.00 - $315,000.00 per year

(Commensurate with experience and book of business)

Fast-Growing South Florida Trust & Estate Law Firm

We are a boutique Trusts & Estates law firm with offices in Palm Beach and Tequesta. We have grown steadily over the last several years and are on pace to double our practice over the next three years. We take pride in delivering exceptional legal work and genuine client service, backed by a team that is strong, caring, and committed to doing things right.

What We Are Looking For

We are looking for an experienced Senior Estate Planning, Probate, and Trust Administration Attorney to step into a leadership role within our firm. This is not a mentored associate position. We need someone who has already put in the years, built the knowledge, and is ready to lead matters, grow client relationships, and help shape the direction of our probate and trust administration practice. We are open to attorneys with either an extensive civil litigation background or an extensive trust and estate and probate background who have transitioned into, or are ready to fully commit to, trust and estate work either litigation or administration and estate planning. An LLM in either Estate Planning or Tax is a plus but not needed.

Our Ideal Candidate

The right person walks in on day one and handles complex estate planning and estate administration or trust administration matters independently from opening to closing. They are a natural relationship-builder, a strong writer, a clear communicator, and the kind of attorney clients trust with their family's most important matters. They know how to lead a team of attorneys and paralegals effectively and are genuinely invested in mentoring the next generation.

We are expanding our Palm Beach and Tequesta offices and need an attorney with leadership skills

Must-Have Experience

• Active Florida Bar license in good standing, with a minimum of 10 years of practice
• At least 10 years estate planning and/or probate and trust administration experience – best if you have a combination of both. Litigation a plus.
• Proven track record handling complex estate planning and probate estates and trust administrations independently from opening to closing
• Working command of the Florida Probate Code (F.S. Chapter 733), the Florida Trust Code (F.S. Chapter 736), and federal estate and gift tax law
• Experience with contested probate matters, will contests, trust disputes, or fiduciary litigation (required for candidates coming from a civil litigation background)
• Demonstrated ability to supervise and mentor associates, paralegals, and support staff
• Ability to originate and develop client relationships; an existing book of business is preferred but not required
• Experience with high-net-worth estate planning and complex trust structures, including estates valued over $30 million
• Experience reviewing and approving court filings, petitions, pleadings, inventories, accountings, and estate and trust administration documents
• Florida Bar Board Certification in Wills, Trusts & Estates is a strong plus; willingness to pursue certification is expected

Compensation and Benefits

Our pay range reflects the level of experience we are seeking and includes a strong base salary plus a bonus structure tied to business development for those who are entrepreneurially inclined. We are seeking a full-time attorney to work Monday through Friday, 8:30 AM to 5:30 PM or 8:00 AM to 5:00 PM, as an exempt employee. Benefits begin after a three-month probationary period.

Benefits from day one:

• Health Insurance Plan Options
• Health Care Savings Account with Firm Contributions
• Generous paid holiday schedule and bonus paid time off opportunities
• Paid time off that increases with tenure
• Annual Bar dues paid by the firm
• Continuing legal education paid by the firm

Additional benefits after one year:

• 401K with firm contribution
• Profit sharing opportunities

Responsibilities

• Leading and overseeing complex estate planning and probate and trust administration matters from opening to closing
• Serving as the primary attorney of record and client contact on significant, multi-faceted matters
• Supervising and directing associate attorneys, paralegals, and support staff on active cases
• Reviewing and approving estate and trust administration documents, court filings, and client correspondence
• Attending and leading client strategy and signing appointments
• Developing and maintaining referral relationships with financial advisors, CPAs, and bankers
• Building and refining firm-wide procedures and systems for estate planning and probate and trust administration
• Mentoring junior attorneys and contributing to their professional development
• Fielding and resolving complex legal questions from clients regarding estate planning and probate matters
• Playing an active role in the firm's business development and long-term growth

If you have put in the years, love what you do, and are looking for a home where you can lead, grow, and make a genuine difference for families navigating some of the hardest moments of their lives, this is the right place.

Job Type: Full-time