Senior Estate Planning Attorney

Grimaldi Law Firm; Town of Florida (NY); On-site; USD 100,000 - 135,000; Full time

Benefits offered by this job

Competitive salary and bonuses

Supportive environment

Balance between work and home life

Job summary

Grimaldi Law Firm, located in New York, is seeking an experienced estate planning attorney. The ideal candidate will have over 5 years of relevant experience and must be licensed to practice in Florida. This role requires strong communication skills and proficiency with technology. The firm offers a competitive salary of $100,000 - $135,000 per year along with monthly bonuses. The environment is supportive, aiming for a balance between work and home life, and significant raises are possible after a satisfactory 90-day probation period.

Qualifications

• 5+ years of estate planning experience required, including planning for taxable estates.
• 3 years of estate and trust administration and probate experience preferred.
• Excellent references required.

Responsibilities

• Supervise the estate administration paralegal in preparing probate and estate administration petitions.
• Guide fiduciaries through estate administration and trust.
• Draft wills, trusts, and powers of attorney.

Skills

Estate planning

Communication skills

Legal research

Microsoft Office

Attention to detail

Education

Graduate of an accredited law school

Licensed to practice law in Florida

Tools

Clio

Google Workspace

Windows 10/11

Job description

Overview

Grimaldi Law Firm, located in Hollywood, Florida, seeks an experienced, level-headed estate planning attorney. The starting base salary is $100,000 - $135,000, depending on experience and fit.

Responsibilities

• Supervise the estate administration paralegal in preparing probate and estate administration petitions and related filings.
• Assist Fiduciaries with marshaling assets, determining immediate cash needs, determining estate debts and liabilities, and preparing an initial plan of distribution.
• Guide and advise fiduciaries through ongoing administration of the estate and/or trust.
• Assist clients effectively by understanding their needs, analyzing the situation, and then strategizing and deciding on a proper course of action.
• Delegate to and review the work of paralegals and legal assistants.
• Discuss estate planning with clients to understand their needs, fears, and desires.
• Advise clients regarding retirement plans, charitable giving, and insurance.
• Help solve legal problems for clients through analyzing the situation, understanding their needs, and creating a strategic plan of action.
• Design estate plans that will work for clients within the client’s chosen price point.
• Draft wills, trusts, and powers of attorney.
• Collaborate with other attorneys and paralegals to effectively move files through the estate administration process.
• Delegate to paralegals and legal staff to accomplish tasks where appropriate, but remain responsible for ensuring timely and professional completion of the work.
• Represent clients in court regarding estate matters.
• Legal research and drafting discovery, motions, pleadings, orders, judgments, and status updates.
• Overseeing and analyzing discovery.
• Monitor caseload and move cases progressively forward and through the pipeline in accordance with defined milestones.
• Make recommendations on the design, deployment, and execution of policies, procedures, processes, checklists, templates, forms, etc., to create systems that run the business efficiently and profitably.
• Networking.
• Give in-person and webcast presentations to groups of clients, attorneys, financial professionals, or potential clients.
• Keep CLEs and law license up-to-date.
• Develop relationships with the community served and its leaders.

Requirements and Qualifications

• 5+ years of estate planning experience required, including planning for taxable estates.
• Proficiency with basic technology; experience with Windows 10/11 and Microsoft Office (Word, Excel) required. Experience with Clio and Google Workspace preferred but not required.
• Excellent references required.
• 3 years of estate and trust administration and probate experience preferred.
• Graduate of an accredited law school and licensed to practice law in Florida or able to be licensed within 3 months.
• Excellent communication skills, especially in highly stressful and emotional situations.
• Up-beat, self-starter with meticulous attention to detail, common sense, great interpersonal skills, and good writing.

Environment and Compensation

• Small, boutique, reputable firm.
• Competitive salary and bonus; balance between home and work life.
• Supportive environment with challenging work for interesting clients.
• After a 90-day probationary period, a significant raise if performance is satisfactory; monthly bonuses when revenue targets are met.

Compensation

$100,000 - $135,000 per year