Senior Estate Planning, Probate & Trusts Lead Attorney

BCG Attorney Search; Tequesta (FL); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Health insurance

HSA contributions

Paid holidays

PTO with tenure

Bar dues paid

CLE reimbursed

401K with company match

Profit sharing

Job summary

BCG Attorney Search in Tequesta, FL seeks a Senior Estate Planning, Probate, and Trust Administration Attorney to lead complex matters and build client relationships. The role includes mentoring junior attorneys and shaping firm-wide procedures in estate planning and probate and trust administration.

The ideal candidate will have extensive experience, a Florida Bar license, and a track record of handling high-net-worth estates and complex trust structures.

Qualifications

• Juris Doctor (JD) degree required.

Responsibilities

• Lead and oversee complex estate planning, probate and trust administration matters from opening to closing.
• Serve as the primary attorney of record and client contact on significant, multi-faceted matters.
• Supervise and mentor associate attorneys, paralegals, and support staff on active cases.
• Review and approve estate and trust administration documents, filings, and client correspondence.
• Attend and lead client strategy and signing appointments.
• Develop and maintain referral relationships with financial advisors, CPAs, and bankers.
• Refine firm-wide procedures for estate planning and probate matters.
• Mentor junior attorneys and contribute to their professional development.
• Field and resolve complex legal questions from clients on estate planning and probate issues.
• Contribute to the firm’s business development and long-term growth.

Skills

Leadership

Client relations

Communication

Analytical thinking

Mentoring

Education

Juris Doctor (JD)

Job description

BCG Attorney Search in Tequesta, FL seeks a Senior Estate Planning, Probate, and Trust Administration Attorney to lead complex matters and build client relationships. The role includes mentoring junior attorneys and shaping firm-wide procedures in estate planning and probate and trust administration.

The ideal candidate will have extensive experience, a Florida Bar license, and a track record of handling high-net-worth estates and complex trust structures.