Estate Planning Associate Attorney

A law firm in Naples, is seeking a dynamic and experienced Estate Planning Associate Attorney to join their team. The ideal candidate will be responsible for providing legal advice, reviewing estate planning documents, and ensuring client goals are met. The candidate should possess excellent communication skills, attention to detail, and the ability to exercise good judgment in client interactions.

Job Duties:
• Consult with clients to review and discuss their estate plans, providing legal advice and guidance.
• Review estate planning documents to ensure compliance with state requirements and accuracy.
• Ensure client goals are met through effective communication and understanding of their needs.
• Exercise sound judgment during client interactions, maintaining professionalism and confidentiality.
• Utilize computer skills for virtual meetings (Zoom/Webex/Google Meet) and proficiency in Microsoft & Google Suite.
• Demonstrate a basic understanding of Estate Planning principles.
• Effectively manage and prioritize tasks, demonstrating attention to detail and solid organizational skills.
• Anticipate client and firm needs to avoid surprises and ensure preparedness.

Requirements:
• J.D. Degree from an accredited law school.
• Bar admitted and in good standing.
• 4 years of experience in Estate Planning, Wills, and Trusts.
• Excellent verbal and written communication skills.
• Proficiency in Microsoft Office Applications (Word, Outlook, Excel) and the firm's case management system.

Education and Certifications:
• J.D. Degree from an accredited law school.
• Bar Admitted and in good standing.

Skills:
• Excellent verbal and written communication skills.
• Computer skills: Zoom/Webex/Google Meet, Microsoft & Google Suite.
• Attention to detail, solid organizational skills, and ability to prioritize tasks.
• Demonstrated experience with relevant firm software programs.
• Ability to exercise good judgment in client interactions.

This is a full-service law firm that provides sophisticated and creative counseling to a wide spectrum of clients. The lawyers here provide their legal skills and insights that contribute to the success of their clients and are known for their expertise in legal areas like business, corporate and securities, litigation, taxation and employee benefits, estate planning, probate, real estate, labor, creditors' rights, reorganization and bankruptcy, intellectual property and technology, environmental, patent, trademark and copyright law, telecommunications law, government relations, public utility and regulatory law, healthcare, and construction law. The firm's clients include Fortune 500 corporations and privately held businesses, governmental entities, nonprofit institutions, and individuals.