Estate Planning Associate

Job Overview

A law firm seeks an Estate Planning Associate for its Orlando, FL office. The ideal candidate will have 5 to 7 years of experience in estate planning, particularly with high net worth clients. This role involves drafting estate planning documents and developing tax mitigation strategies. A hybrid working arrangement may be available after the initial onboarding period.

Duties

• Draft revocable and irrevocable trusts and other estate planning documents.
• Develop and implement tax mitigation strategies.
• Engage with clients to understand and address their estate planning goals.
• Collaborate with team members to ensure comprehensive client service.

Requirements

• 5 to 7 years of experience in estate planning.
• Strong background in high net worth planning.
• Excellent communication skills and client engagement abilities.

Education

• LL.M. in Tax required.

Certifications

• Bar admission in the state of Florida.

Skills

• Proficiency in drafting complex estate planning documents.
• Ability to develop strategic tax planning solutions.
• Strong interpersonal and communication skills.

Benefits

• Medical, dental, and vision insurance.
• Short-term and long-term disability insurance.
• Life insurance and AFLAC supplemental options.
• 401(k) retirement plan.
• Wellness plan.

This Florida law firm was founded over a decade ago to provide excellent service and lasting relationships. Their areas of practice include banking, finance, association, labor, employment, tax law, trademarks, copyrights, real estate, creditors' rights, construction, and more. Their offices are located in Orlando, Tavares, DeLand, and Daytona Beach.