Estate Planning & Probate Attorney

Orion Placement; Angel Run (FL); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Health insurance after 90 days

SIMPLE IRA with 3% match after 90 days

Job summary

Confidential Employer, a Florida law firm, seeks an attorney with 3+ years of estate planning and probate experience to manage matters from consultation through completion.

You will advise clients on wills, trusts, powers of attorney, and related strategies, serving as the primary attorney on files with support from experienced staff. On-site collaboration is essential, with strong client relationships a focus.

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

Client communication

Judgment

Organization

Follow through

Education

Florida Bar admission

Job description

• Take immediate ownership of meaningful estate planning and probate matters while working directly with clients.
• Step into an established practice with experienced support staff already in place to help you succeed.
• Join a collaborative environment where attorneys are trusted to manage matters independently and build strong client relationships.
• Grow your practice and referral network, with additional upside for attorneys who bring established business relationships or a transferable book.
• After 90 days, eligible employees receive group health insurance with 90% of the current premium paid by the firm.
• Participate in a SIMPLE IRA after 90 days with a current dollar for dollar employer match up to 3% of your contribution.

Location:

Valrico, Florida. This is a primarily on-site opportunity designed for an attorney who values close collaboration with clients and an experienced legal team. Limited remote flexibility may become available over time, but the position will remain primarily office based.

Note:

Candidates must have 3+ years of direct experience handling both estate planning and probate matters, including independently advising clients, serving as the primary attorney on files, and directing and finalizing legal documents.

About Us

We are an established Florida law firm serving individuals, families, and businesses with responsive, practical legal counsel. Our team values strong client relationships, high quality legal work, collaboration, and attorneys who take ownership of their matters. Confidential Employer.

Job Description

• 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.

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.

Why You Will Love Working Here

• Immediate responsibility and meaningful client contact.
• Experienced staff support that allows you to focus on substantive legal work and client service.
• A collaborative, professional environment with room for experienced attorneys to exercise independence.
• Strong health insurance contribution and retirement matching after 90 days.
• Opportunity to grow professionally, deepen referral relationships, and build a long term practice.