- Maintain client files to ensure they are properly organized and up to date
- Provide clients with information about retirement plans, charitable contributions, and insurance choices
- Confer with senior partners and paralegals to effectively move through the civil litigation process
- Advocate on behalf of clients by understanding their needs, effectively analyzing the situation, and forming a strategy for a plan of action
- Represent clients in court proceedings as needed
- Manage estate administration from open to close
- Conduct client consultations
- Effective in advising clients on and leading a support team in funding trusts/aligning assets with the client's estate plan
- Oversee, counsel, guide, train, and mentor Paralegals and legal staff, including assigning work and monitoring work product
- Monitor relevant caseload pipeline and act as necessary to move cases progressively forward and through the pipeline in accordance with defined milestones
- Engage in Business Development and Community Engagement
- Manage Client Relationships
- Great communication skills, particularly in stressful and emotional situations
- Bachelor's degree with a legal background and J.D. degree are required
- Understanding of a variety of real estate matters, including title insurance, wills and trusts, property management, and litigation
- Required: Licensed member of the Florida Bar
- Required: At least 3 years of working experience in a law firm where the majority of time was spent on probate/trust administration and estate planning
- Preferred: At least 5 years of working in a law firm
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Probate & Estate Planning Attorney - Miami, United States - The Estate Plan
Description
Job Description
Job DescriptionOur expanding law firm is looking for an experienced probate, trust & estate planning attorney to work full-time and remotely. We require a highly analytical applicant with excellent communication & organizational abilities. You will oversee all aspects of probate administration, trust administration and prepare estate plans that include wills, trusts, deeds, and ancillary documents. This role carries a great deal of responsibility and seeks to eliminate questions regarding how an estate should be managed or prepared. Our ideal candidate will have significant estate knowledge, be a licensed Florida attorney, and have excellent verbal and written communication abilities. Please apply if this describes you
Compensation:$100,000 - $140,000 yearly + bonus DOE
Responsibilities:This is the break you've been waiting for If you're here, you're ready for a change. We offer serious possibilities to grow rapidly. We need incredible people to join us in supporting our team and helping clients. From awesome MacBooks to ultra-wide monitors, we do things the right way. We laugh a lot, play games during team time, communicate in our chat rooms using emojis and GIFs, and try to help you have a great workday. Our mission is to become the best estate law firm in Florida. We deliver meaningful experiences for our staff and clients, embrace technology, and eliminate paper.
Benefits for qualified employees include; PTO, medical, dental, and vision insurance, short and long-term disability insurance, 401(k) (with matching), life insurance, paid maternity/paternity leave, and professional development.