Senior Estate Planning Attorney

Grimaldi Law Firm; Miami (FL); On-site; USD 140,000 - 170,000; Full time

Job summary

Grimaldi Law Firm in Miami seeks a Senior Estate Planning Attorney to lead complex estate planning, wills, trusts, probate, and real estate matters. You will meet with clients, draft and review documents, and guide cases from intake to close.

With 5+ years of experience, you will collaborate with two paralegals, grow client relationships, stay current on laws, and design efficient estate planning strategies that protect families’ futures.

Qualifications

• 5+ years of estate planning experience required.
• Experience drafting wills, trusts, and powers of attorney.
• Strong client communication and advisory skills.
• Ability to manage probate and trust administration.
• Ability to supervise with paralegals and legal staff, ensuring timely completion.
• Knowledge of retirement plans, charitable giving, and insurance options.

Responsibilities

• Lead client consultations to understand estate planning needs and provide tailored solutions.
• Draft, review, and finalize estate planning documents, including wills, trusts, and powers of attorney.
• Collaborate with paralegals to ensure accurate and timely document preparation and filing.
• Manage probate and trust administration cases, ensuring compliance with legal standards and client expectations.
• Stay informed on changes in estate planning laws and regulations to provide up-to-date advice.
• Develop and maintain strong client relationships, fostering trust and long-term partnerships.
• Conduct legal research to support case strategies and enhance client outcomes effectively and efficiently.

Skills

Estate planning

Wills & trusts

Client consultations

Document drafting

Legal research

Paralegal supervision

Job description

Join Grimaldi Law Firm as a Senior Estate Planning Attorney and become part of a dedicated team committed to helping individuals and families protect their futures with confidence. You'll be at the forefront of delivering compassionate and professional service in estate planning, wills, trusts, probate, and real estate, using your expertise to guide clients through crucial decisions. With a base salary ranging from $140,000 to $170,000 and the potential for monthly bonuses, we offer competitive compensation that reflects your experience and fit. You'll thrive in an environment where your contributions are valued and where you can grow both personally and professionally. With a minimum of five years of experience, you'll handle client meetings, draft and review documents, and manage cases independently. Our systems are designed to support you, with two paralegals assisting in document preparation, allowing you to focus on client relationships and plan design. At Grimaldi Law Firm, we're more than just a workplace; we're a community striving for excellence. Join us in empowering clients and achieving shared goals.

Responsibilities

• Lead client consultations to understand their estate planning needs and provide tailored solutions.
• Draft, review, and finalize estate planning documents, including wills, trusts, and powers of attorney.
• Collaborate with paralegals to ensure accurate and timely document preparation and filing.
• Manage probate and trust administration cases, ensuring compliance with legal standards and client expectations.
• Stay informed on changes in estate planning laws and regulations to provide up-to-date advice.
• Develop and maintain strong client relationships, fostering trust and long-term partnerships.
• Conduct legal research to support case strategies and enhance client outcomes effectively and efficiently.

Qualifications

• 5+ years of estate planning experience required
• Proven track record of drafting and reviewing wills, trusts, and powers of attorney.
• Ability to analyze complex legal situations and develop strategic action plans.
• Strong communication skills to discuss and understand clients' needs, fears, and desires.
• Experience advising clients on retirement plans, charitable giving, and insurance options.
• Ability to delegate tasks effectively to paralegals and legal staff, ensuring timely completion.
• Proficiency in designing and implementing efficient business systems and processes for legal practice management.

Compensation

$140,000 - $170,000 per year