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. Below is more information about the job requirements, qualifications, and job description associated with this position.

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, and 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?

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
  • Attend the occasional court hearing
  • Overseeing the process of trust funding
  • Drafting and/or reviewing documents and pleadings
  • Filing pleadings
  • Attending occasional court hearing
  • Overseeing the process of trust funding
  • Our Senior Associate will serve 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