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Estate Planning Attorney

Posted 2 hours ago
$100 - $150 per hour
2-5 years experience
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AI Summary

The attorney will draft and revise complex estate-planning documents, including wills and various types of trusts, while advising clients on probate and asset-protection strategies. They are also responsible for coordinating with allied professionals and maintaining accurate matter records while meeting firm deadlines.

Estate Planning Attorney

Work arrangement: Remote within Florida
Travel: Periodic travel to Broward, Miami-Dade, and Palm Beach Counties
Employment type: Contract
Compensation: $100–$150 per hour, depending on experience and scope of assigned matters

Mayersohn Law Group, P.A. is seeking an experienced Estate Planning Attorney for a remote contract engagement supporting the firm's estate-planning and probate matters. The attorney must be licensed and in good standing with The Florida Bar and able to travel periodically within Broward, Miami-Dade, and Palm Beach Counties for client meetings, signings, court-related matters, or other business needs.

This role is suited to an attorney who can independently manage sophisticated estate-planning files, draft high-quality planning documents, advise clients clearly and professionally, and work effectively with clients and allied professionals. The position involves complex planning for individuals, families, business owners, and high-net-worth clients.

Responsibilities

  • Draft and revise wills, revocable and irrevocable trusts, pour-over wills, powers of attorney, health care surrogate designations, living wills, and related estate-planning documents.
  • Prepare advanced planning documents, including special-needs trusts, dynasty trusts, and other wealth-transfer or asset-protection structures.
  • Advise clients on estate-planning, probate, asset-protection, business-succession, and related planning considerations.
  • Analyze existing estate plans, identify issues or gaps, and recommend appropriate updates.
  • Support planning for high-net-worth clients and families, including coordination of tax-sensitive and asset-protection strategies.
  • Collaborate with financial advisors, CPAs, insurance professionals, family offices, and firm staff.
  • Conduct legal research and provide practical analysis regarding Florida estate-planning, probate, homestead, creditor-protection, and related issues.
  • Maintain accurate matter records, meet agreed deadlines, and provide responsive client service.
  • Travel periodically within Broward, Miami-Dade, and Palm Beach Counties as needed.

Required qualifications

  • Active membership in good standing with The Florida Bar.
  • At least three years of estate-planning experience.
  • Demonstrated ability to independently draft and manage estate-planning matters.
  • Experience with wills, revocable and irrevocable trusts, powers of attorney, advance directives, and related planning documents.
  • Strong legal drafting, research, client-counseling, organization, and communication skills.
  • Ability to work independently in a remote environment while remaining responsive and meeting deadlines.
  • Ability to travel periodically within Broward, Miami-Dade, and Palm Beach Counties.

Preferred qualifications

  • LL.M. in Taxation or Estate Planning.
  • Experience with complex estates, high-net-worth clients, trust planning, tax-sensitive planning, asset protection, or business succession.
  • Probate experience.
  • Familiarity with Clio, LexisNexis, and electronic matter-management tools.
  • Experience with Medicaid-planning matters.

About Mayersohn Law Group

Mayersohn Law Group, P.A. is a South Florida law firm committed to thoughtful legal strategy, responsive client service, and practical judgment. The firm is expanding its support for estate-planning and probate matters and seeks experienced attorneys who value accuracy, discretion, ownership, and strong client relationships.

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