Senior Estate Planning Attorney — Lead Client Trusts

Grimaldi Law Firm; Florida; On-site; USD 140,000 - 170,000; Full time

Benefits offered by this job

Monthly bonuses

Job summary

Grimaldi Law Firm is seeking a Senior Estate Planning Attorney to lead client consultations, draft and review wills, trusts, and powers of attorney, and manage probate and trust administration. You will work with two paralegals to support document preparation and focus on strategic client relationships.

With 5+ years of estate planning experience and a strong ability to analyze complex legal situations, you will provide up-to-date legal guidance and design efficient practice management systems.

Qualifications

• 5+ years of estate planning experience required.
• 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 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.

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.

Skills

Estate planning

Wills & trusts

Powers of attorney

Client communication

Case management

Job description

Grimaldi Law Firm is seeking a Senior Estate Planning Attorney to lead client consultations, draft and review wills, trusts, and powers of attorney, and manage probate and trust administration. You will work with two paralegals to support document preparation and focus on strategic client relationships.

With 5+ years of estate planning experience and a strong ability to analyze complex legal situations, you will provide up-to-date legal guidance and design efficient practice management systems.