Trust & Estate Attorney

Jobot; Fort Myers (FL); On-site; USD 140,000 - 160,000; Full time

Benefits offered by this job

Profit Sharing Plan

401K

Excellent Health Benefits

Mentorship & Growth

Free Parking

Employee Assistance Program

Job summary

Jobot is seeking a Trusts & Estates Attorney in Florida to advise high-net-worth individuals and fiduciaries on estate planning, probate, and wealth preservation. The ideal candidate will have strong drafting and client relationship abilities and a commitment to delivering sophisticated legal solutions tailored to clients' objectives.

The role involves drafting wills, trusts, powers of attorney, and related instruments; advising on wealth transfer strategies; and collaborating with tax,

Qualifications

• 3+ years of trusts and estates experience preferred, though attorneys with more significant experience are encouraged to apply.
• Experience with estate planning, probate administration, and trust administration matters.
• Knowledge of federal estate, gift, and generation-skipping transfer tax principles.
• Strong drafting, analytical, and communication skills.
• Ability to manage client matters independently while working collaboratively within a team environment.

Responsibilities

• Draft and implement sophisticated estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, and related instruments.
• Advise clients on wealth transfer strategies, gift and estate tax planning, asset protection, and business succession planning.
• Counsel fiduciaries regarding trust and estate administration matters.
• Handle probate and trust administration proceedings from inception through completion.
• Assist family-owned businesses with succession planning and generational wealth transfer strategies.
• Collaborate with attorneys in tax, corporate, real estate, and litigation practice groups to provide comprehensive client service.
• Conduct legal research and provide strategic guidance regarding federal and Florida estate, gift, trust, and probate laws.
• Develop and maintain strong client relationships while contributing to the growth of the firm's Trusts & Estates practice.
• Participate in networking, business development, and community engagement activities.

Education

J.D. from an accredited law school

Active Florida Bar in good standing

Job description

Job details:

This Jobot Job is hosted by: Jake Vogel

Salary: $140,000 - $160,000 per year

A bit about us

We have grown from two forward-thinking partners to become the largest locally based, full-service regional firm serving the needs of our clients throughout Florida.

Our office provides a wide variety of services including Real Estate, Litigation and Estate Planning to our clients.

We believe it is very important to understand the tenets that we follow in our relationships with our clients.

These tenets are how we want to be judged, and what we want used as criteria in selecting us for legal representation.

We hold ourselves to the highest standards of our profession.

Our goal is to continually demonstrate the Firm’s capabilities and experience, and to build and maintain trust between our clients and us.

The only result that we will accept is the one that our clients expect us to deliver.

Why join us

• Profit Sharing Plan
• 401K
• Excellent Health Benefits
• Mentorship & Growth
• Free Parking
• Employee Assistance Program
• And Much More!

Job Details

We are seeking a Trusts & Estates Attorney.

This attorney will advise high-net-worth individuals, families, business owners, fiduciaries, and beneficiaries on a broad range of estate planning, trust administration, probate, wealth preservation, and succession planning matters.

The ideal candidate will possess strong technical skills, exceptional client relationship abilities, and a commitment to delivering practical, sophisticated legal solutions tailored to clients' personal and business objectives.

Responsibilities

• Draft and implement sophisticated estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, and related instruments.
• Advise clients on wealth transfer strategies, gift and estate tax planning, asset protection, and business succession planning.
• Counsel fiduciaries regarding trust and estate administration matters.
• Handle probate and trust administration proceedings from inception through completion.
• Assist family-owned businesses with succession planning and generational wealth transfer strategies.
• Collaborate with attorneys in tax, corporate, real estate, and litigation practice groups to provide comprehensive client service.
• Conduct legal research and provide strategic guidance regarding federal and Florida estate, gift, trust, and probate laws.
• Develop and maintain strong client relationships while contributing to the growth of the firm's Trusts & Estates practice.
• Participate in networking, business development, and community engagement activities.

Qualifications

• J.D. from an accredited law school.
• Active membership in good standing with The Florida Bar.
• 3+ years of trusts and estates experience preferred, though attorneys with more significant experience are encouraged to apply.
• Experience with estate planning, probate administration, and trust administration matters.
• Knowledge of federal estate, gift, and generation-skipping transfer tax principles.
• Strong drafting, analytical, and communication skills.
• Ability to manage client matters independently while working collaboratively within a team environment.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.