Wills Trusts Estates Associate Attorney

Beacon Legacy Law; Palm City (FL); Remote; USD 100,000 - 120,000; Full time

Job summary

An innovative law firm in Martin County is seeking a self-motivated Associate Attorney to join their team. This role focuses on estate planning and probate law, offering the chance to work closely with high-net-worth clients and design tailored strategies. Enjoy a supportive work environment that values work/life balance, with no evening or weekend client calls. The firm offers remote work options and a competitive salary, along with comprehensive benefits including a 401K plan. If you are detail-oriented and passionate about helping clients preserve their legacy, this opportunity is perfect for you.

Benefits

401K plan with match

Medical insurance

Dental insurance

Vision insurance

Paid time off

Work/life balance

Remote work availability

Qualifications

• Must be a member in good standing of The Florida Bar.
• Experience drafting estate plans and handling probate cases.

Responsibilities

• Oversee and manage all aspects of a client’s case.
• Design estate plans incorporating revocable living trusts.
• Communicate with clients and other counsel.

Skills

Estate Planning

Probate Law

Strong Research Skills

Writing Skills

Microsoft Office

Organizational Skills

Education

Member of The Florida Bar

LLM in Taxation or Estate Planning

Tools

Microsoft Word

Microsoft Excel

Job description

Remote Work Possible

An Estate Planning and Probate Law Firm in beautiful Martin County, FL is hiring an Associate Attorney. Our mission is to help people preserve and protect their legacy, and we are seeking an associate whose goals are in alignment with that mission.

Why Our Firm?

• You seek to be a professional leader in a healthy, professional work environment that produces amazing outcomes for clients and offers work/life balance for the team (No evening or weekend client calls).
• You value being supported by a team of experienced and skilled legal professionals.
• You want Remote Work availability.
• You want a competitive salary.
• You are excited about the opportunities that come with working within a fast-growing law firm.
• You value a 401K plan with a match.
• You desire a competitive salary commensurate with your knowledge and effort…along with medical, dental, vision, and paid time off, etc.

Are you a self-motivated attorney with Estate Planning and Probate Law experience? Would you enjoy the opportunity to interact with clients daily, designing and executing strategies to help them build a brighter future? Would you like to work with high-net-worth clients that present interesting (and sometimes challenging) fact patterns? Do you get excited about opportunities to grow personally and professionally? Do you enjoy working in a small firm environment that offers more flexibility in work/life balance? If your answer is yes, then this might be the place for you!

This is not your typical fast-growing law firm! Our entrepreneurial approach requires that everyone is included as a critical part of the team, yet we are big enough to make a substantial difference in the lives of our clients. Work where you know the owner, have daily interaction with our clients, and help us grow the firm.

Responsibilities:

• Oversee and manage all aspects of a client’s case
• Communicate with clients and other counsel and advisers
• Design estate plans that often will incorporate revocable living trusts
• Construct effective and winning case strategies
• Attend the occasional court hearing
• Oversee the process of trust funding

This Job Is Ideal for Someone Who Is:

• Dependable -- more reliable than spontaneous
• People-oriented -- enjoys interacting with people and working on group projects.
• Detail-oriented -- would rather focus on the details of work than the bigger picture.

Job Type: Full-time

Salary: $100,000.00 - $120,000.00 per year

Schedule: Monday to Friday

Qualifications:

• Must be a member in good standing of The Florida Bar
• You have drafted at least 50 estate plans and/or been attorney of record for at least 25 probate cases. Note that we are not as concerned with the number of years of experience as we are with the quality of the experience.
• LLM in taxation or estate planning is preferred.
• Experience in Elder Law and/or Guardianship is helpful but not required.
• Strong research and writing skills.
• Proficient in Microsoft Office, including Word and Excel
• Excellent organizational skills
• Experience managing a full case load.

Compensation: $100,000 - $120,000 yearly