Trusts & Estates Associate — Private Client Practice

Oculus Group; Florida; On-site; USD 110,000 - 170,000; Full time

Job summary

Oculus Group in Florida is seeking a Trusts & Estates Associate with 1–5 years of experience to join its Palm Beach practice. The role provides exposure to sophisticated estate planning, trust and estate administration, and wealth preservation matters within a collaborative environment.

The successful candidate will work with experienced attorneys on estate planning and administration for individuals, families, and business owners, drafting documents, researching tax issues, and supporting

Qualifications

• 1–5 years of trusts and estates experience.
• Experience drafting wills, trusts, and estate planning documents.
• Familiarity with probate proceedings and fiduciary matters.
• Strong legal research, drafting, and communication skills.
• JD from an accredited law school.

Responsibilities

• Draft estate planning documents for clients.
• Handle aspects of trust and estate administration.
• Research tax and wealth transfer issues.
• Participate in succession planning and related advisory matters.

Skills

Legal research

Drafting

Analytical skills

Communication skills

Education

Juris Doctor (JD) from an accredited law school

Job description

Oculus Group in Florida is seeking a Trusts & Estates Associate with 1–5 years of experience to join its Palm Beach practice. The role provides exposure to sophisticated estate planning, trust and estate administration, and wealth preservation matters within a collaborative environment.

The successful candidate will work with experienced attorneys on estate planning and administration for individuals, families, and business owners, drafting documents, researching tax issues, and supporting