Trust and Estate Associate Attorney Job in Bonita Springs, FL Near Me - 186998 | BCGSearch.com

Trust and Estate Associate Attorney

Type Full-Time

Location Florida - Bonita Springs

Job ID 2FLB186998

Experience Level Junior Associate

Job Experience Min. 1 - Max. 8 Years

Ranking 1 : Mostly Consumer $

Estimated Salary Consumer Facing Salary (Tends to be on Lower End to Lowest in Market (Varies by Firm))

Practice Areas Trusts and EstatesLitigation - Trusts & Estates - DefenseLitigation - Trusts & Estates - PlaintiffsTrusts and Estates - General

2021-11-10 07:15:30

Bonita Springs office of our client seeks associate attorney with experience. The candidate will meet with referral sources and get involved in community events and local organizations. Will assist the Managing Partner and any other Senior Attorneys on case files. Maintain a case load of their own and meet with clients. Responsible for firm presentations - community, professional, firm workshops and private workshops. Conducts meetings with prospective clients. Conducts meetings with existing clients. Is responsible for the legal/technical estate planning document review and for creating the client funding plan for each trust created. Reviews and approves all court filings, Medicaid, and VA applications. Attends weekly team meetings and the weekly marketing meetings. Reviews the firms weekly reports. Ensures the firm bills are paid and creates the annual budget. Conducts Synergy, Strategy and Relationship Review and follows up with the Professional Services Coordinator to ensure that a next action is communicated and documented for each Relationship Management System partner.

Dedicated to making a difference in peoples' lives, this firm focuses on estate planning, elder law, Medicaid planning, asset protection, probate, and trust administration. Truly caring about clients and results, the highly skilled and experienced attorneys create a customized solution to every situation.

This particular job is currently not active. However, since our clients regularly share with us similar and other job openings, we strongly recommend that you submit your resume. We shall review your resume and get in touch with you as soon as a suitable vacancy comes up to further discuss your interest in exploring the opportunity. Assisting you is our highest priority.

Please be assured that none of your materials will be forwarded to any employer without your consent. Of course, all inquiries are kept strictly confidential.

Your information will not be forwarded to any employers at this time. A recruiter will contact you with more information once our internal review of your resume is completed.

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