Trusts and Estates Attorney

BCG Attorney Search; Miami (FL); On-site; USD 150,000 - 230,000; Full time

Job summary

BCG Attorney Search seeks a Trusts and Estates Attorney in Miami, FL to lead complex estate planning for high-net-worth clients. The role emphasizes drafting trusts, wills, powers of attorney, and tax planning documents, while guiding clients through sophisticated asset protection strategies.

The ideal candidate has a minimum of 10+ years in trust and estate matters, an active license, and excels in communication, organization, and confidential handling of sensitive information.

Qualifications

• Minimum of 10+ years' experience in trust and estate matters.
• Experience with high-net-worth clients on estate planning strategies.
• Existing referral base generating significant revenue.
• Experience handling surrogate court proceedings.
• Active attorney license in applicable states.
• Strong oral and written communication skills.
• High degree of initiative and mature judgment.

Responsibilities

• Provide legal guidance on estate planning, business formation, and special needs planning.
• Draft legal documents, including trusts, wills, and powers of attorney.
• Draft sophisticated estate and tax planning documents.
• Assist clients in asset protection and preservation strategies.
• Comply with client and firm standard operating procedures.
• Conduct legal and tax research.

Skills

Oral and written communication

Organization and time management

Attention to detail

Multitasking

Education

Bachelor's degree

J.D. Degree

Job description

Job Overview

A law firm seeks a Trusts and Estates Attorney in Miami, FL. The ideal candidate will possess strong communication and administrative skills, be highly organized, detail-oriented, and capable of multitasking efficiently. They will represent the firm in a manner that enhances its reputation.

Duties

• Provide legal guidance on estate planning, business formation, and special needs planning.
• Draft legal documents, including trusts, wills, and powers of attorney.
• Draft sophisticated estate and tax planning documents.
• Assist clients in asset protection and preservation strategies.
• Comply with client and firm standard operating procedures.
• Conduct legal and tax research.

Requirements

• Minimum of 10+ years' experience in trust and estate matters.
• Experience with high-net-worth clients on estate planning strategies.
• Existing referral base generating significant revenue.
• Experience handling surrogate court proceedings.
• Strong oral and written communication skills.
• Ability to organize data into clear arguments.
• Ability to handle sensitive matters confidentially.
• Active attorney license in applicable states.
• High degree of initiative and mature judgment.

Education

• Bachelor's degree and J.D. Degree

Certifications

• Active attorney license in applicable states

Skills

• Organization and time management skills