Estate Planning Attorney

Law Office of David M. Goldman

Estate Planning Attorney

Jacksonville, FL
Full Time
Paid
  • Responsibilities

    We are searching for a highly analytical applicant who is capable of working full time and possesses strong negotiation and organizational abilities to join our growing firm as an estate planning attorney. You will create wills, trusts, and powers of attorney for clients and their families and educate them on matters of insurance and powers of attorney. To guarantee that an estate is managed in accordance with the estate owner's intentions, this role demands a high degree of responsibility. We are searching for an applicant with substantial experience in estate planning. Please apply if this sounds like a great opportunity! $90,000 - $150,000 yearly based on experience and book! Responsibilities: • Attend court proceedings as needed to represent clients • Draft and review wills, trusts, powers of attorney, and other estate planning documents. • Advise clients on estate planning strategies, tax implications, and asset preservation. • Assist with probate processes, including filing petitions, representing clients in court, and managing estate administration. • Handle estate and trust administration matters, ensuring compliance with relevant laws and regulations. • Communicate effectively with clients, providing clear explanations of legal processes and options. • Offer legal guidance in estate planning, business formation, and special needs planning. • Draft legal documents related to trusts, wills, powers of attorney, and business formation. • Collaborate with clients to develop and implement strategies that protect and preserve their assets. • Licensed to practice law in FL • Able to work out of our Lakeland office • Juris Doctor (JD) from an accredited law school; an LLM in estate planning or tax law is strongly preferred but not required You Should Know Some of the Following • Trusts & estates, including estate planning, probate, and trust administration • Tax planning, strategy, asset protection, wealth protection, wealth transfer, business entities, filings • Experience with federal estate tax returns and federal gift tax returns is a plus • Strong written and verbal communication skills, with the ability to explain complex legal concepts clearly • Detail-oriented with a proactive approach to problem-solving and client service Qualifications: • Active member of the ABA (American Bar Association) • Experience at a legal firm working on estate planning and probate law issues for at least 1-2 years is required • 4-year degree with a legal background and J.D. degree are necessary for this position • Understanding of a variety of real estate matters, including title insurance, wills and trusts, property management, and litigation • Excellent communication skills, especially in highly stressful and emotional situations • Must be licensed to practice law in Florida and have the ability and desire to work in our Jacksonville office. Compensation: $80,000 - $150,000 yearly DOE

    • Draft and review wills, trusts, powers of attorney, and other estate planning documents. • Advise clients on estate planning strategies, tax implications, and asset preservation. • Assist with probate processes, including filing petitions, representing clients in court, and managing estate administration. • Handle estate and trust administration matters, ensuring compliance with relevant laws and regulations. • Communicate effectively with clients, providing clear explanations of legal processes and options. • Offer legal guidance in estate planning, business formation, and special needs planning. • Draft legal documents related to trusts, wills, powers of attorney, and business formation. • Collaborate with clients to develop and implement strategies that protect and preserve their assets. • Licensed to practice law in FL • Able to work out of our Lakeland office • Juris Doctor (JD) from an accredited law school; an LLM in estate planning or tax law is strongly preferred but not requiredYou Should Know Some of the Following • Trusts & estates, including estate planning, probate, and trust administration • Tax planning, strategy, asset protection, wealth protection, wealth transfer, business entities, filings • Experience with federal estate tax returns and federal gift tax returns is a plus • Strong written and verbal communication skills, with the ability to explain complex legal concepts clearly • Detail-oriented with a proactive approach to problem-solving and client service

  • Compensation
    $80,000-$150,000 per year