Estates Attorney

Rodriguez Executive Search; Boca Raton (FL); On-site; USD 90,000 - 140,000; Full time

Job summary

Rodriguez Executive Search seeks an experienced Estates Attorney for a Florida-based law firm specializing in wills, trusts and probate. You will develop customized estate plans and oversee probate and trust administration, advising fiduciaries and beneficiaries on complex matters.

The role requires strong drafting, research, and client-communication skills, with at least 3 years in estate planning and probate law.

Qualifications

• Active license and good standing with the Florida Bar.
• Minimum of 3 years of experience in estate planning and probate law.
• Strong drafting and analytical skills.
• Experience handling probate and trust administration independently.
• Excellent client communication and organizational abilities.

Responsibilities

• Develop and implement customized estate plans tailored to clients' individual needs and circumstances.
• Draft wills, revocable and irrevocable trusts, powers of attorney, and advance healthcare directives.
• Manage probate and trust administration matters from initial filing through final resolution.
• Prepare and review court filings, probate documents, trust accountings, and related legal documentation.
• Advise fiduciaries, trustees, personal representatives, and beneficiaries on their legal obligations and rights.
• Oversee and coordinate the work of legal support staff to ensure efficient case management.
• Provide legal guidance on estate planning, asset protection, Medicaid planning, long-term care planning, and elder law matters.

Skills

Drafting

Legal research

Analytical skills

Client communication

Case management

Job description

A well-established estate planning and probate law firm serving clients throughout Florida. The firm focuses on wills and trusts, probate, trust administration, asset protection planning, Medicaid planning, long-term care planning, and elder law.

Position Overview

The firm is seeking an experienced Estates Attorney to develop and implement customized estate plans while managing probate and trust administration matters. The ideal candidate will have strong experience in estate planning and probate law, along with the ability to advise clients, fiduciaries, and beneficiaries on complex legal matters.

Key Responsibilities

• Develop and implement customized estate plans tailored to clients' individual needs and circumstances.
• Draft wills, revocable and irrevocable trusts, powers of attorney, and advance healthcare directives.
• Manage probate and trust administration matters from initial filing through final resolution.
• Prepare and review court filings, probate documents, trust accountings, and related legal documentation.
• Advise fiduciaries, trustees, personal representatives, and beneficiaries on their legal obligations and rights.
• Oversee and coordinate the work of legal support staff to ensure efficient case management.
• Provide legal guidance on estate planning, asset protection, Medicaid planning, long-term care planning, and elder law matters.

Qualifications & Requirements

• Active license and good standing with the Florida Bar.
• Minimum of 3 years of experience in estate planning and probate law.
• Strong drafting, legal research, and analytical skills.
• Experience handling probate and trust administration matters independently.
• Excellent client communication, organizational, and case management skills.