Trusts & Estates Attorney — High-Net-Worth Wealth Planning

Jobot

Naples (FL)

On-site

USD 140,000 - 160,000

Full time

14 days+
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Benefits offered by this job

Profit sharing
401K
Health benefits
Mentorship
Free parking
Employee assistance program

Job summary

Jobot is seeking a Trusts & Estates Attorney in Naples, FL to advise high-net-worth individuals and estates on planning, administration, probate, and wealth preservation. The ideal candidate combines strong technical skills with excellent client relationships and a commitment to practical solutions aligned with clients’ objectives.

Responsibilities include drafting comprehensive estate planning documents, advising on wealth transfer and taxes, and collaborating with tax, corporate, real estate,

Qualifications

  • J.D. from an accredited law school.
  • Active Florida Bar member in good standing.
  • 3+ years of trusts & estates experience preferred.
  • Experience with estate planning, probate, and trust administration.
  • Knowledge of federal estate, gift, and generation-skipping transfer taxes.
  • Strong drafting, analytical, and communication skills.
  • Ability to manage client matters independently within a team.

Responsibilities

  • Draft and implement sophisticated estate planning documents (wills, trusts, powers of attorney, directives).
  • Advise clients on wealth transfer strategies and tax planning.
  • Counsel fiduciaries regarding trust and estate administration matters.
  • Handle probate and trust administration from inception to completion.
  • Assist family-owned businesses with succession planning and wealth transfer strategies.
  • Collaborate with tax, corporate, real estate, and litigation teams to provide comprehensive service.
  • Conduct legal research on federal and Florida estate, gift, and probate laws.
  • Develop and maintain strong client relationships while growing the Trusts & Estates practice.

Skills

Estate planning
Trusts & estates
Legal drafting
Client relations
Tax knowledge
Legal research

Education

J.D.

Job description

Jobot is seeking a Trusts & Estates Attorney in Naples, FL to advise high-net-worth individuals and estates on planning, administration, probate, and wealth preservation. The ideal candidate combines strong technical skills with excellent client relationships and a commitment to practical solutions aligned with clients’ objectives.

Responsibilities include drafting comprehensive estate planning documents, advising on wealth transfer and taxes, and collaborating with tax, corporate, real estate,

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