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Job Details

Trust and Estates Associate

Company name
BCG Attorney Search

Experience
2-8 yrs required

Location
Naples, FL, United States

Industry
Legal

Posted on
Sep 18, 2026

Profile

Job Overview
A law firm seeks a highly experienced Trust and Estates Associate to join their team in Naples, Florida. The position involves working within a well-regarded group focused on succession planning and growth needs.

Duties

  • Manage direct client relationships and responsibilities.
  • Plan and draft documents for clients with taxable estates.
  • Facilitate multi-generational wealth transfers using complex estate planning instruments.
  • Conduct post-mortem administration.
  • Prepare and review tax returns, including Forms 706, 709, and 1041.

Requirements

  • Minimum of 3 years of relevant experience.
  • Strong interpersonal and collaborative skills.
  • Ability to deliver high-quality client services.
  • Florida Bar membership required.

Education

  • Juris Doctor (JD) degree.

Certifications

  • Admitted to the Florida Bar.

Skills

  • Expertise in estate planning and administration.
  • Proficiency in tax return preparation and review.
  • Strong client management abilities.

Benefits

  • Competitive benefits package.

Company info

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

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