Estate Planning Attorney

Profile

Job Overview

A law firm seeks an Estate Planning Attorney in Winter Park, FL. This role offers the opportunity to work in a collaborative environment, providing compassionate legal guidance to clients while ensuring compliance with current laws and regulations.

Duties

• Meet with clients to understand their estate planning goals and provide personalized legal guidance.
• Draft and review estate planning documents, including wills, trusts, powers of attorney, and healthcare directives.
• Oversee case progress to ensure accuracy and alignment with client objectives.
• Maintain open communication with clients throughout the legal process.
• Collaborate with paralegals and support staff to deliver exceptional service.
• Stay informed on laws and regulations to ensure compliance and reduce client risk.
• Educate clients on their options to empower informed decision-making.

Requirements

• Experienced attorney with a strategic mindset and a service-oriented approach.
• Ability to thrive in a team environment and support peers and clients.
• Strong communication skills, capable of explaining complex legal concepts clearly.
• Organized, proactive, and passionate about helping others plan for the future.

Education

• Juris Doctor (JD) degree.

Certifications

• Licensed to practice law in the relevant state.

Skills

• Excellent interpersonal and communication skills.
• Strong organizational and analytical abilities.
• Proficiency in estate planning laws and regulations.

Benefits

• 120 PTO hours annually.
• 11+ paid holidays.
• Work from home on Fridays.
• Medical, dental, vision, and supplemental insurance options.
• 401K with matching after a year of service.
• Parental leave.
• Free college for employees, spouses, and children.
• Discounted gym membership.
• Free estate planning after a year of service.

Company info

BCG Attorney Search
801 Brickell Avenue, Suite 900
Miami
Florida
United States 33131
Phone : (305) 570-3575
Fax : (213) 895-7306