Junior Estate Planning Associate

Profile

Job Overview

A law firm seeks a motivated and detail-oriented Junior Estate Planning Associate to join its growing Private Wealth Services team in Boca Raton, Florida. This role offers an excellent opportunity for a junior attorney to work alongside experienced practitioners advising high-net-worth individuals, families, business owners, and fiduciaries on sophisticated wealth transfer, estate, tax, and business succession matters.

Duties

• Draft and review estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, health care directives, and related instruments.



• Assist with the design and implementation of estate, gift, and generation-skipping transfer tax planning strategies.



• Support attorneys in trust and estate administration matters, including probate proceedings and fiduciary compliance.



• Conduct legal research and prepare memoranda on federal and state estate, gift, income, and trust taxation issues.



• Collaborate with clients, financial advisors, accountants, and other professionals to help implement comprehensive wealth planning strategies.



• Participate in client meetings and develop strong client relationships.



• Contribute to practice development and business development initiatives.

Requirements

• Active membership in the Florida Bar.



• 1-2 years of experience in estate planning, trust and estate administration, probate, tax, or related private client matters.



• Excellent legal research, writing, analytical, and communication skills.



• Strong attention to detail and exceptional organizational abilities.



• Ability to manage multiple assignments in a fast-paced, client-focused environment.



• Experience working with high-net-worth individuals and families is a plus.

Education

• J.D. from an accredited law school with strong academic credentials.



• LL.M in Estate Planning or Taxation is strongly preferred.

Certifications

• Active Florida Bar membership.

Skills

• Proficiency in drafting complex estate planning documents.



• Knowledge of federal and state estate, gift, and trust taxation.



• Strong client relationship management capabilities.



• Ability to collaborate effectively with financial advisors and accountants.

Benefits

• Medical, dental, and vision coverage.



• 401(k) retirement plan.



• Paid time and firm holidays.



• Professional development and CLE support.



• Wellness and employee assistance programs.



• Bonus opportunities based on performance.

Company info

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