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This Jobot Job is hosted by: Angela Trudeau
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Salary: $150,000 - $200,000 per year
A bit about us:
We are seeking an experienced and client-focused Estate Planning and Wealth Management Attorney to join our growing Florida-based legal team. The ideal candidate will have a strong background in estate planning, trust and estate administration, wealth preservation strategies, and asset protection, with a comprehensive understanding of New York & Florida law and relevant federal tax codes. This attorney will provide high-net-worth clients with sophisticated legal guidance tailored to their personal and financial objectives.
Why join us?
Competitive salary commensurate with experience
Performance-based bonuses
Health, dental, and vision insurance
401(k) with employer match
Continuing legal education (CLE) support
Professional development and advancement opportunities
Job Details
Key Responsibilities:
Develop and implement customized estate plans including wills, trusts (revocable, irrevocable, charitable, GRATs, etc.), powers of attorney, and advance directives.
Advise clients on complex wealth management strategies, including tax minimization, generational wealth transfer, business succession planning, and charitable giving.
Manage probate and trust administration processes and represent clients in guardianship and fiduciary matters.
Collaborate with financial advisors, CPAs, and other professionals to coordinate holistic wealth preservation strategies.
Stay current on changes in estate and gift tax laws, trust law, and Florida and New York probate procedures.
Draft and review legal documents with high attention to detail, ensuring compliance with all applicable laws.
Build and maintain strong, long-term relationships with clients by providing compassionate, strategic counsel.
Participate in business development efforts, including seminars, client outreach, and networking events.
Qualifications:
J.D. from an accredited law school
Active member in good standing of the Florida & New York bar
5+ years of experience in estate planning, wealth management, and trust and estate law
LL.M. in Taxation or Estate Planning (preferred)
Experience working with high-net-worth individuals and families
Strong analytical, drafting, and interpersonal communication skills
Ability to manage multiple client matters with a high level of organization and attention to detail
Book of business (preferred but not required)
Interested in hearing more? Easy Apply now by clicking the "Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
