Estate Planning Attorney

Job Title: Estate Planning and Probate Attorney

Job Overview: A prestigious law firm located in Stuart, FL, is seeking an experienced Estate Planning and Probate Attorney. This role will involve key responsibilities such as drafting legal documents, providing strategic guidance to clients, and representing them in probate court. The ideal candidate will have a strong background in estate planning and probate law, with an emphasis on tax compliance and legal research.

Duties:

• Draft, review, and finalize estate planning documents (wills, trusts, powers of attorney, advance directives)
• Provide personalized estate planning strategies to meet client's financial and personal goals
• Develop estate plans to minimize tax liabilities and ensure efficient asset transfers
• Oversee all aspects of probate administration, including managing petitions, inventories, and court proceedings
• Represent clients in probate court and guide executors and beneficiaries through the legal process
• Conduct client consultations to assess estate planning needs and objectives
• Provide ongoing advice, ensuring estate plans comply with evolving laws and personal circumstances
• Advise on tax implications of estate plans, including estate and gift tax minimization
• Prepare and review estate tax returns and related documentation
• Conduct ongoing legal research and stay current with developments in estate planning and probate law
• Attend continuing legal education (CLE) seminars and contribute insights to the firm

Requirements:

• Minimum of 5 years of experience in estate planning and probate law
• Proven success in handling probate and estate planning cases, particularly in Florida

Education:

• Juris Doctor (JD) degree from an accredited law school
• Active law license in the state of Florida

Certifications:

• Florida Bar Association membership (mandatory)

Skills:

• Strong expertise in estate planning and probate law
• Excellent legal drafting and document review skills
• Proficient in tax planning and compliance related to estate management
• Superior client consultation and relationship management
• Strong legal research abilities and a commitment to ongoing professional development
• Ability to work effectively within a team and guide paralegals

Job Location:

• Stuart, FL

This law firm is located in Stuart, Florida and is committed to providing solid, aggressive, and compassionate representation and advocacy for each client. This firm strives to truly understand the needs and goals of its clients. Some of this firm's practice areas include accident law, civil litigation, divorce, condominium associations, family law, real estate litigation, property taxes, and homeowners' associations. This firm has been practicing for over 4 years and is continuing to grow and develop into a strong law firm.