Job Description

If you have experience in estate planning, you may be an excellent addition to our growing law firm. We are looking for a highly analytical candidate with good negotiation and organizing skills who can work full time. As our estate planning attorney, you will draft wills, trusts, and powers of attorney for clients and their families. To ensure that an estate's management is handled in accordance with the wishes of the estate owner, this position requires a significant level of responsibility. The applicant we are looking for must have extensive knowledge of estate planning. If this sounds like you, please apply! Responsibilities: • Ensure clients are effectively represented at court hearings as needed • Consult clients about your plans for distributing their assets • Confer with senior partners and paralegals to effectively move through the civil litigation process • Assist clients effectively by understanding their needs, analyzing the situation, then strategizing and deciding on a proper course of action • Maintain client files to ensure they are properly organized and up to date • Draft and review wills, trusts, powers of attorney, and other estate planning documents. • Advise clients on estate planning strategies, tax implications, and asset preservation. • Assist with probate processes, including filing petitions, representing clients in court, and managing estate administration. • Handle estate and trust administration matters, ensuring compliance with relevant laws and regulations. • Communicate effectively with clients, providing clear explanations of legal processes and options. • Offer legal guidance in estate planning, business formation, and special needs planning. • Draft legal documents related to trusts, wills, powers of attorney, and business formation. • Collaborate with clients to develop and implement strategies that protect and preserve their assets. • Licensed to practice law in FL • Able to work out of our Lakeland office • Juris Doctor (JD) from an accredited law school; an LLM in estate planning or tax law is strongly preferred but not required You Should Know Some of the Following • Trusts & estates, including estate planning, probate, and trust administration • Tax planning, strategy, asset protection, wealth protection, wealth transfer, business entities, filings • Experience with federal estate tax returns and federal gift tax returns is a plus • Strong written and verbal communication skills, with the ability to explain complex legal concepts clearly • Detail-oriented with a proactive approach to problem-solving and client service Qualifications: • 4-year degree with a legal background and J.D. degree are necessary for this position • Candidates should be great communicators, specifically in situations when emotions and stress are high • At least 1-2 years of working in a law firm on on estate planning and probate law issues is necessary • Understanding of a variety of real estate matters, including title insurance, wills and trusts, property management, and litigation • Active membership with the ABA (American Bar Association) • Must be licensed to practice law in Florida and have the ability and desire to work in our Jacksonville office. About Company: The Law Office of David M. Goldman was founded by lawyers who have been clients in the past. As a result, our services, fees, and business objectives are centered around the client's perspective. We believe that communication is the key to successful business relationships and will strive to be available to meet your needs in a timely manner. We have AV-rated lawyers who are rated among the best in the country by Martindale and Lawyers.com. Likewise, we are looking for long-term relationships with our employees. If you are looking for more than a job, we would like to welcome you to our family.

Job Tags

Full time, Work at office,

Similar Jobs