Trusts & Estates Associate (Mid-Level)

Job Overview

A law firm seeks a mid-level Trusts & Estates Associate with 2-4 years of experience in estate planning, trust administration, and probate to join their Lakewood Ranch, FL office. The role involves significant client interaction and requires the ability to work independently with exceptional communication, writing, research, and organizational skills.

Duties

• Administer trusts and estates from inception to completion.
• Review and draft trust and probate administration documents.
• Draft wills, trusts, powers of attorney, and other estate planning documents.
• Conduct legal research on complex probate and estate planning issues.
• Build relationships with clients through networking and business development.

Requirements

• 2+ years of experience in estate planning, trust administration, and probate.
• Must be licensed to practice law in Florida.
• Proficient in Microsoft Office Suite, especially Word and Excel.
• Advanced research and writing skills with proficiency in legal research tools.
• Ability to communicate clearly and effectively both orally and in writing.
• Ability to work independently and collaboratively in a team environment.
• Outstanding organizational and communication skills.
• Excellent attention to detail.

Education

• Juris Doctor (J.D.) degree.
• Bachelor's degree.

Certifications

• Bar license in Florida (other jurisdictions are a plus).

Skills

• Proficient in Microsoft Office Suite.
• Advanced legal research and writing skills.
• Strong organizational and communication skills.

Benefits

• Paid time off and paid holidays.
• Health care with a health reimbursement arrangement (HRA).
• Dental and vision insurance.
• 401k with matching.
• Group term and voluntary life insurance.
• Employee assistance program including mental health services.
• Voluntary accident, hospitalization, and critical illness insurance.
• Voluntary pet insurance.
• Wellness programming including gym reimbursement.
• Commuter benefits.

For over two decades, this full-service firm with offices throughout the country is committed to providing professional legal solutions and strategic approaches to achieve desired results in a cost-effective and timely manner. The highly experienced team of attorneys has achieved the highest level of expertise in various areas of law and has numerous accolades for their professionalism. The firm offers a great work environment, an outstanding and diverse group of lawyers, and complex and interesting legal service experiences. Believing in giving back to the community, the attorneys and staff have been involved in public service and philanthropy for a long time. Dedicated to excellence, the firm has been recognized by leading legal publications such as Martindale-Hubbell, Super Lawyers, Best Lawyers, Leading Lawyers, and other nationally recognized magazines.