Trusts & Estates Associate: Multigenerational Planning

BCG Attorney Search; Naples (FL); On-site; USD 140,000 - 180,000; Full time

Benefits offered by this job

Competitive benefits

Job summary

BCG Attorney Search seeks an experienced Trust and Estates Associate in Naples, FL to support a leading succession-planning practice. You will manage client relationships, draft estate planning documents, and facilitate multi-generational wealth transfers.

The ideal candidate has a JD, at least 3 years of relevant experience, and Florida Bar membership. You will handle post-mortem administration and tax return reviews, delivering high-quality client service within a collaborative team.

Qualifications

• 3+ years of experience in trust and estates law.
• Strong client-service orientation and collaboration.
• Eligible to practice law in Florida (Florida Bar membership).

Responsibilities

• Manage direct client relationships within the estate planning team.
• Draft documents for clients with taxable estates and multi-generational wealth transfers.
• Assist with post-mortem administration and related tax filings.

Skills

Estate planning

Tax return preparation

Client management

Education

Juris Doctor (JD)

Job description

BCG Attorney Search seeks an experienced Trust and Estates Associate in Naples, FL to support a leading succession-planning practice. You will manage client relationships, draft estate planning documents, and facilitate multi-generational wealth transfers.

The ideal candidate has a JD, at least 3 years of relevant experience, and Florida Bar membership. You will handle post-mortem administration and tax return reviews, delivering high-quality client service within a collaborative team.