Trusts & Estates Attorney — Wealth Planning for HNW Clients

Ascendion; Jacksonville (FL); On-site; USD 140,000 - 160,000; Full time

Job summary

Ascendion, a boutique law firm in Jacksonville, is seeking a Trust & Estate Attorney to manage sophisticated estate planning and wealth management matters. The ideal candidate will have over 2 years of experience, strong communication, and analytical skills, and an active Florida Bar admission. This role offers competitive pay between $140,000 and $160,000 annually, working in a collaborative environment with high-net-worth clients to develop tailored estate planning strategies.

Qualifications

• 2+ years of experience in estate planning, trusts & estates, or related practice area.
• Experience drafting estate planning documents and handling administration matters.
• Understanding of tax implications related to estate planning.

Responsibilities

• Manage estate planning matters from initial client consultation through implementation.
• Draft and review estate planning documents, including wills and trusts.
• Advise clients on wealth transfer strategies and tax-efficient planning.

Skills

Estate planning

Trusts & estates

Communication skills

Analytical skills

Problem-solving skills

Education

Active Florida Bar admission

LL.M. in Tax

Job description

Ascendion, a boutique law firm in Jacksonville, is seeking a Trust & Estate Attorney to manage sophisticated estate planning and wealth management matters. The ideal candidate will have over 2 years of experience, strong communication, and analytical skills, and an active Florida Bar admission. This role offers competitive pay between $140,000 and $160,000 annually, working in a collaborative environment with high-net-worth clients to develop tailored estate planning strategies.