Trusts & Estates Associate Attorney

Trudeau Kane, PLLC; Jacksonville (FL); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

401(k)

Health/Dental/Vision for employee

Life insurance

Paid time off

Paid holidays

CLE and professional development

Job summary

Trudeau Kane, PLLC seeks a full-time Associate Attorney with 3+ years in estate planning, probate, trust administration, or tax planning. You will work closely with two board-certified attorneys, serving high-net-worth families and business owners with sophisticated private client matters.

The role offers meaningful client contact, mentorship, and exposure to advanced planning strategies in a boutique, client-focused environment at the Ponte Vedra Beach office.

Qualifications

• JD from an accredited law school
• Active member of The Florida Bar in good standing
• 3+ years of experience in estate planning, probate, trust administration, or tax planning

Responsibilities

• Serve as a trusted advisor to clients in estate planning, probate, trust administration, and related planning matters
• Draft, revise, and finalize wills, revocable trusts, irrevocable trusts, powers of attorney, health care directives, and related estate planning documents
• Assist with wealth transfer, asset protection, charitable planning, business succession, and tax-sensitive planning strategies
• Support probate and trust administration matters, including fiduciary guidance, beneficiary communication, filings, deadlines, and administration strategy
• Participate in client consultations and translate complex legal and tax concepts into clear guidance
• Collaborate with attorneys and staff to deliver high-quality client service
• Represent clients in probate court and related proceedings when necessary
• Contribute to firm growth through strong client service and professional relationships

Skills

Strong drafting

Excellent communication

Client relations

Judicial writing

Education

Juris Doctor

Active Florida Bar member

Job description

Join a sophisticated estate planning, tax, and private client practice built on established relationships, high-level legal work, and a strong foundation of client trust.

Trudeau Kane, PLLC is seeking a full-time Associate Attorney with 3+ years of experience in estate planning, probate, trust administration, tax planning, or related private client work. This opportunity is ideal for an attorney who wants meaningful client contact, direct access to experienced mentors, and exposure to advanced estate, tax, business succession, asset protection, and wealth planning matters.

The firm is newly formed, but the practice is not new. Trudeau Kane is a boutique law firm focused on estate planning, estate and trust administration, taxation, and business planning, built by 2 established, board-certified attorneys with long-standing client relationships and deep roots in the Northeast Florida estate planning and tax community. The firm’s attorneys serve as trusted advisors to high-net-worth families and business owners, pairing deep technical expertise with a practical, solutions-oriented approach to deliver sophisticated, tailored counsel that preserves wealth and supports legacy goals. For the right attorney, this is a rare opportunity to join a focused practice at the beginning of its next chapter while stepping into a stable, substantive, and well-developed client service environment.

About the Role

You will support high-net-worth individuals, business owners, executives, entrepreneurs, families, fiduciaries, and charitable organizations with estate planning, probate and trust administration, tax-related planning, business succession, asset protection, charitable giving, and related private client matters.

The strongest candidate will bring sound judgment, strong drafting ability, excellent communication skills, and a sincere interest in serving clients with professionalism, discretion, and care.

Key Responsibilities

• Serve as a trusted advisor to clients in estate planning, probate, trust administration, and related planning matters


• Draft, revise, and finalize wills, revocable trusts, irrevocable trusts, powers of attorney, health care directives, and related estate planning documents


• Assist with wealth transfer, asset protection, charitable planning, business succession, and tax-sensitive planning strategies


• Support probate and trust administration matters, including fiduciary guidance, beneficiary communication, filings, deadlines, and administration strategy


• Participate in client consultations and help translate complex legal and tax concepts into clear, practical guidance


• Support planning for business owners, closely held businesses, family entities, high-net-worth individuals, and charitable organizations


• Collaborate with attorneys and support staff to deliver accurate, responsive, and high-quality client service


• Represent clients in probate court and related proceedings when necessary


• Contribute to firm growth through strong client service, professional relationships, and business development efforts

Required

• Juris Doctor from an accredited law school


• Active member of The Florida Bar in good standing


• 3+ years of experience in estate planning, probate, trust administration, or tax planning


• Strong drafting skills and the ability to explain complex planning concepts clearly, in writing and in person

Preferred, not required

• LL.M. in Taxation or Estate Planning


• Experience serving high-net-worth individuals, business owners, or closely held businesses


• Preparation or review of federal estate and gift tax returns


• Familiarity with business entity formation, charitable giving, or business succession planning


• Board certification, or progress toward it, in Wills, Trusts and Estates or Tax Law


• A portable book of business

Why This Opportunity Stands Out

• Work directly with 2 highly credentialed, board-certified attorneys in a sophisticated private client practice


• Serve a high-net-worth client base with meaningful estate, tax, business, and wealth planning needs


• Gain exposure to advanced planning strategies in a focused boutique environment


• Join a newly formed firm with established leadership, existing client relationships, and a clear long-term direction


• Step into a role with meaningful responsibility, client contact, mentorship, and growth potential


• Work in-office alongside the firm’s founding attorneys in Ponte Vedra Beach


• No billable hour requirement

Compensation and Benefits

• Base salary of $120,000 to $150,000, commensurate with experience


• Productivity-based bonus that can be a significant and meaningful portion of total compensation


• No origination requirement; origination and business development are recognized in compensation


• 401(k)


• Health/Dental/Vision for employee


• Life insurance


• Paid time off


• Paid holidays


• CLE and professional development support


• Reimbursement for bar dues and/or section memberships