Trust and Estates Specialist

3 hours ago


Boca Raton, Florida, United States Top Tier Reps LLC Full time

At Top Tier Reps LLC, we are seeking a skilled Trust and Estates Specialist to join our Private Client Services department in Boca Raton. This role presents an exceptional opportunity for professional development and offers substantial responsibility, including direct client engagement and involvement in complex drafting projects for high net worth clients.

Key qualifications for this position include:

  • 3-5 years of experience in estate planning and administration
  • Proficiency in sophisticated drafting, asset protection, and wealth transfer techniques
  • Experience in preparing gift and estate tax returns
  • Knowledge of probate administration is a plus
  • Excellent organizational, verbal, analytical, writing, and interpersonal skills
  • Licensed to practice law in Florida
  • LLM in estate planning or tax preferred

This role is ideal for a motivated and detail-oriented professional who is passionate about estate planning and administration.



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