Wills Trusts Estates Senior Associate Attorney

Beacon Legacy Law; Palm City (FL); Remote; USD 125,000 - 150,000; Full time

Job summary

An established law firm in Martin County is seeking a Senior Associate Attorney specializing in Estate Planning and Probate Law. This role offers the chance to work with high-net-worth clients, providing strategic legal guidance while promoting work/life balance. As part of a supportive team, you will lead complex cases, mentor junior attorneys, and contribute to a collaborative environment. With a focus on client success and professional growth, this position is ideal for dependable and detail-oriented legal professionals who value integrity and teamwork. Enjoy a competitive salary and comprehensive benefits in a firm that prioritizes your well-being.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Matching

Paid Time Off

Qualifications

• Must be a member in good standing of The Florida Bar.
• Substantial experience in Estate Planning and Probate Law.

Responsibilities

• Communicating with clients and drafting legal documents.
• Overseeing complex cases and mentoring associates.

Skills

Estate Planning

Probate Law

Trust Administration

Legal Research

Client Communication

Mentorship

Organizational Skills

Education

Juris Doctor (JD)

LLM in Taxation or Estate Planning

Job description

Wills, Trusts & Estates Senior Associate Attorney (Remote Work Possible)

An Estate Planning and Probate Law Firm in beautiful Martin County, FL is hiring a Senior Associate Attorney. Our mission is to help people preserve and protect their legacy, and we are seeking a Senior Associate whose goals are in alignment with that mission. As a Senior Associate Attorney, you will play a pivotal role in the provision of legal services at our firm, demonstrating leadership, mentorship, and exceptional legal acumen.

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 client calls on evenings or weekends).
• You value being supported by a team of experienced and skilled legal professionals.
• You want Remote Work availability.
• You enjoy mentoring other Associates, offering personalized guidance to foster their growth and enhance their skills.
• You are excited about the opportunities that come with working within a fast-growing law firm.
• You love to focus on legal strategies and client success without the distraction of sales, marketing, and networking.
• You value a 401K plan with a match.
• You desire a competitive salary commensurate with your knowledge and effort…along with medical, dental, vision, paid time off, etc.

Are you a successful attorney with extensive Estate Planning and Probate Law experience?

• Would you enjoy the opportunity to interact with clients and other counsel and advisors 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 passing on guidance, experience, and advice to associate attorneys and other legal professionals to help develop their skills?
• 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.

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: $125,000.00 - $150,000.00 per year

Benefits:

• Medical, Dental, Vision
• 401(k) matching
• Paid time off

Schedule:

Monday to Friday

Responsibilities:

Our Senior Associate will be a hard-working team player responsible for all aspects of a client’s case including:

• Communicating with clients and other counsel and advisers
• Drafting and/or reviewing documents and pleadings
• Filing pleadings
• Attending the occasional court hearing
• Overseeing the process of trust funding
• Serving as the lead attorney on complex cases, demonstrating expertise and strategic insight

Qualifications:

Other requirements include the following:

• Must be a member in good standing of The Florida Bar
• Substantial experience in Estate Planning, Probate, and Trust Administration - note that we are not as concerned with the number of years of experience as we are about the quality of that experience
• Experience should include drafting at least 300 trust-based estate plans and acting as attorney of record in at least 100 formal administration probate cases
• Complex expertise in estate planning which should include charitable trusts, irrevocable trusts, SLATs, ILITs, GRATs, QPRTs, etc.
• LLM in taxation or estate planning and/or Board Certification is strongly desired
• Experience in Elder Law and/or Guardianship is helpful but not required
• Strong research and writing skills
• Excellent organizational skills
• Provide oversight and guidance to our Associates and other legal staff
• Counsel associates on legal matters, procedural strategies, and professional development

Skills and experience are required, appreciated, and valued, but personality, character, intelligence, and integrity will be paramount considerations. Those who are not team players need not apply.

Compensation: $125,000 - $150,000 yearly