Probate & Estate Planning Attorney

4 weeks ago


Fort Lauderdale, United States Shupe Legal, PA Full time
Description

We are a dedicated estate planning and probate law firm located in the heart of Fort Lauderdale. Our firm specializes exclusively in estate planning and probate, offering concierge-level services to clients. We pride ourselves on our exceptional intake system, regular client updates, and handling much of the work for clients that other firms typically require clients to do themselves. We are committed to providing personalized, professional, and empathetic legal counsel to clients, ensuring their peace of mind and financial security.

We want to add an experienced estate planning/probate attorney to the team.

If you have experience in probate and estate planning, you may be an excellent addition to our growing law firm. As our estate planning attorney, you will draft wills, trusts, and powers of attorney for clients and their families. You will also file and administer guardianship, probate, and trust matters.

This position requires a significant level of independence and responsibility. We are looking for someone with at least 5 years of experience and who can manage their own estate planning, guardianship, and probate caseload with little to no oversight.

Join our team and help us provide peace of mind and financial security to clients through exceptional estate planning and probate services

Responsibilities

• Prepare wills, trusts, and power of attorney documents
• Meet with clients and design estate plans
• Assist clients with trust funding and administration
• Assign work to paralegals and legal assistants
• Handle estate plan signing meetings
• Responsible for own caseload of probate matters
• Responsible for own caseload of guardianship matters
• Familiar with probate rules and statutes, including court local rules for different counties within Florida
• Able to handle probate and guardianship hearings
• Assist senior attorneys with probate litigation matters

Qualifications

• 5 years of estate plan drafting, guardianship, and probate experience
• Familiar with drafting software, Lawgic is the software we use

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