Trust & Estate Attorney

Ascendion; Jacksonville (FL); On-site; USD 140,000 - 160,000; Full time

Job summary

Ascendion, a boutique law firm in Jacksonville, is seeking a Trust & Estate Attorney to manage sophisticated estate planning and wealth management matters. The ideal candidate will have over 2 years of experience, strong communication, and analytical skills, and an active Florida Bar admission. This role offers competitive pay between $140,000 and $160,000 annually, working in a collaborative environment with high-net-worth clients to develop tailored estate planning strategies.

Qualifications

• 2+ years of experience in estate planning, trusts & estates, or related practice area.
• Experience drafting estate planning documents and handling administration matters.
• Understanding of tax implications related to estate planning.

Responsibilities

• Manage estate planning matters from initial client consultation through implementation.
• Draft and review estate planning documents, including wills and trusts.
• Advise clients on wealth transfer strategies and tax-efficient planning.

Skills

Estate planning

Trusts & estates

Communication skills

Analytical skills

Problem-solving skills

Education

Active Florida Bar admission

LL.M. in Tax

Job description

A well-established boutique law firm is seeking a Trust & Estate Attorney to join its growing team. This role offers the opportunity to work on sophisticated estate planning and wealth management matters, advising high-net-worth individuals and families while handling complex trust and estate work in a collaborative, client-focused environment.

Key Responsibilities

• Manage estate planning matters from initial client consultation through implementation
• Draft and review estate planning documents, including wills, revocable and irrevocable trusts, and advanced planning structures
• Advise clients on wealth transfer strategies, asset protection, and tax-efficient planning
• Handle trust and estate administration, including probate processes and fiduciary guidance
• Work directly with high-net-worth individuals and families on long-term planning needs
• Collaborate with internal attorneys and external advisors such as CPAs and financial planners
• Assist with trust and estate disputes or litigation matters, as needed
• Maintain strong client relationships and contribute to ongoing advisory services

Requirements

• 2+ years of experience in estate planning, trusts & estates, or related practice area
• Experience drafting estate planning documents and handling administration matters
• Understanding of tax implications related to estate planning (LL.M. in Tax is a plus)
• Strong analytical, drafting, and problem-solving skills
• Excellent communication skills with the ability to work directly with clients
• Ability to manage multiple matters in a detail-oriented environment
• Experience working with high-net-worth clients is preferred
• Active Florida Bar admission (or ability to obtain)

Salary and Other Compensation

• The annual salary for this position is between $140,000 – $160,000 annually
• Factors which may affect pay within this range include geography/market, skills, education, experience, and other qualifications of the successful candidate