Trusts & Estates Associate (Mid-Level)

Leech Tishman; Town of Florida, Northern (NY, KY); Hybrid; USD 120,000 - 170,000; Full time

Benefits offered by this job

Paid time off

Health coverage

401(k) with matching

Dental insurance

Vision care

Job summary

Leech Tishman is seeking a mid-level Trusts & Estates attorney to join our Lakewood Ranch, FL office. 2-4 years+ experience in estate planning, trust administration, and probate is required.

Candidates must be Florida-licensed and ready for substantial client contact, with strong writing, research, and organizational skills. The attorney will handle trust and estate matters from inception through completion, draft related documents, and perform legal research while developing client

Qualifications

• 2-4 years of experience in estate planning, trust administration, and probate.
• Florida bar license required.
• Proficient in Word, Visio, Excel; strong MS Office skills.
• Advanced research and writing using Westlaw.
• Strong credentials and ability to communicate clearly in writing and orally.
• Ability to work independently and in a team.
• Attention to detail and organization.

Responsibilities

• Administer trusts and estates from inception to completion.
• Review and draft trust and probate documents and related documents.
• Draft wills, trusts, powers of attorney, health care directives, deeds, beneficiary designation forms, and other estate planning documents.
• Conduct legal research on probate and estate planning issues.
• Build relationships with existing and prospective clients through networking and business development.

Skills

Estate planning

Trust administration

Probate

Florida bar license

Microsoft Word

Microsoft Visio

Microsoft Excel

Westlaw

Writing

Independent work

Team collaboration

Attention to detail

Organization

Residency in BR/LA/SAR area

Education

Juris Doctor (J.D.) degree

Florida bar license

2-4 years+ in a law firm setting

Tools

Westlaw

Job description

Leech Tishman is seeking to hire a mid-level Trusts & Estates attorney with 2-4 years+ of experience in estate planning, trust administration, and probate to work in our Lakewood Ranch, FL office. The position requires significant client contact and the ability to excel when working independently. Superior client communication, writing, research, computer, and organizational skills are a must.

Duties and Responsibilities

• Administration of trusts and estates from inception to completion
• Reviewing and drafting trust and probate administration documents and other related documents
• Drafting wills, trusts, powers of attorney, health care directives, deeds, beneficiary designation forms, and other estate planning documents
• Conducting legal research regarding complex procedural and substantive issues related to probate and estate planning
• Building relationships with existing and prospective clients through networking and business development activities

Qualifications and Skills

• 2-4 years+ of experience in estate planning, trust administration, and probate administration
• Must be licensed in Florida
• Proficient in Microsoft Office Suite, especially Microsoft Word, Visio and Excel
• Advanced research and writing skills including proficiency with legal research tools, including WestLaw
• Strong academic and employment credentials
• Must have the ability to communicate clearly and effectively both orally and in writing
• Must have the ability to work independently and efficiently, as well as in a team environment involving extensive collaboration with other attorneys, paralegals, and office staff, and client advisors
• Outstanding organizational and communication skills
• Must have excellent attention to detail
• Residency in the Sarasota, Lakewood Ranch, and Bradenton area is a plus

Education and Experience

• Bar license (Florida required; other jurisdictions are a plus)
• Juris Doctor (J.D.) degree
• 2-4 years+ in a law firm setting

Working Conditions

• Primarily an office environment
• Some work-from-home is permitted
• Prolonged periods of sitting at a desk
• Regularly navigates the office and uses office equipment (phones, copier, printer, mail machine, A/V equipment, etc.)
• Consistently uses a computer and other equipment that requires keyboarding
• Prolonged periods of focus and attention to detail
• Consistently requires communication with others (phone, email, in person, Teams, etc.)
• Regularly engages in activities that have productivity and time driven requirement

This is not intended to be a comprehensive list of the duties and responsibilities of the position, which may change without notice.

Position Details

This is a full-time, salaried position. The position is to be performed in our Lakewood Ranch, FL office, Monday – Friday with expected hours of 8:30 am – 5:00 pm. Work may fall outside of these hours at times. The Trusts & Estates attorney will be a part of the Trusts & Estates Practice Group and report to the Trusts & Estates Chairs. This is a non-supervisory position.

Benefits

• paid time off
• paid holidays
• health care with a health reimbursement arrangement (HRA)
• dental
• vision
• 401k with matching
• group term and voluntary life insurance
• employee assistance program including mental health services
• voluntary accident
• hospitalization
• critical illness insurance
• voluntary pet insurance
• wellness programing that includes a gym reimbursement
• commuter benefits

All benefits are subject to eligibility and some may be subject to premiums/contributions.

Leech Tishman is an Equal Employment Opportunity employer. The Firm provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, pregnancy, reproductive history, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, compensation, benefits, training, leaves of absence, promotion, transfer, layoff, recall, or termination. Leech Tishman is committed to providing reasonable accommodation during any part of the application or hiring process due to a disability.

Leech Tishman participates in E-Verify to electronically compare records with information from an employee’s Form I-9, Employment Eligibility Verification.