Estate Planning Consultant jobs in Boca Raton, FL

Our Firm is seeking an Estate Planning Attorney for the North Palm Beach office. Our Firm commenced in 1990 and we specialize in Residential/Commercial Real Estate, Business Law, Land Use Law, Commercial Litigation, Trust and Estates and General Litigation. The ideal candidate will have a minimum of five (5) years of experience and a strong desire to service clients in need of Estate Planning. Candidates must have a minimum of five years of experience, a Juris Doctor degree from an accredited law school and be licensed to practice law in Florida. Candidates must have excellent written and verbal communication skills, analytical skills and be detail oriented.

Responsibilities:

• Assist clients effectively by understanding their needs,
  analyzing the situation, then strategizing and deciding on a proper
  course of action
• Draft and file wills, trusts, and powers of attorney
• Organize and maintain client files to ensure they are kept current
• Advise clients regarding retirement plans, charitable giving, and insurance options
• Collaborate with partners and paralegals to effectively move files through the civil litigation process
• Effective in advising clients on and leading a support team in funding trusts/aligning assets with the client’s estate plan
• Manage estate administration from open to close
• Work with 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
• Engage in Business Development and Community Engagement
• Manage Client Relationships

The Firm offers market compensation and exceptional benefits, including Medical Insurance provided by the Firm. The Firm also has a 401k plan.