Remote Estate Planning Attorney for High-Net-Worth Matters

Mayersohn Law Group, P.A.; Fort Lauderdale (FL); Remote; USD 138,000 - 207,000; Full time

Job summary

Mayersohn Law Group, P.A. is seeking an experienced Estate Planning Attorney for a remote contract engagement supporting estate-planning and probate matters.

The attorney must be licensed and in good standing with The Florida Bar and able to travel periodically within Broward, Miami-Dade, and Palm Beach Counties for client meetings and court-related matters. This role requires independent management of sophisticated estate-planning files, drafting high-quality planning documents, and clear

Qualifications

• Active Florida Bar in good standing.
• Minimum three years of estate-planning experience.
• Ability to independently draft and manage estate-planning matters.
• Experience with wills, revocable and irrevocable trusts, powers of attorney, advance directives, and related planning documents.
• Strong drafting, research, client-counseling, organization, and communication skills.
• Ability to work independently in a remote environment while remaining responsive and meeting deadlines.
• Ability to travel periodically within Broward, Miami-Dade, and Palm Beach Counties.

Responsibilities

• Draft and revise wills, revocable and irrevocable trusts, pour-over wills, powers of attorney, health care surrogate designations, living wills, and related estate-planning documents.
• Prepare advanced planning documents, including special-needs trusts, dynasty trusts, and other wealth-transfer or asset-protection structures.
• Advise clients on estate-planning, probate, asset-protection, business-succession, and related planning considerations.
• Analyze existing estate plans, identify issues or gaps, and recommend appropriate updates.
• Support planning for high-net-worth clients and families, including coordination of tax-sensitive and asset-protection strategies.
• Collaborate with financial advisors, CPAs, insurance professionals, family offices, and firm staff.
• Conduct legal research and provide practical analysis regarding Florida estate-planning, probate, homestead, creditor-protection, and related issues.
• Maintain accurate matter records, meet agreed deadlines, and provide responsive client service.
• Travel periodically within Broward, Miami-Dade, and Palm Beach Counties as needed.

Skills

Florida Bar license

Estate planning

Legal drafting

Client counseling

Research & analysis

Remote work capability

Travel readiness

Education

LL.M. in Taxation or Estate Planning

Tools

Clio

LexisNexis

Job description

Mayersohn Law Group, P.A. is seeking an experienced Estate Planning Attorney for a remote contract engagement supporting estate-planning and probate matters.

The attorney must be licensed and in good standing with The Florida Bar and able to travel periodically within Broward, Miami-Dade, and Palm Beach Counties for client meetings and court-related matters. This role requires independent management of sophisticated estate-planning files, drafting high-quality planning documents, and clear