Senior Estate Planning Attorney - Lead Wills & Trusts

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

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.