Estate Planning & Estate Administration Attorney

Bluestar Professional Services • Clearwater, FL

3d • Onsite

About The Position

We are seeking an experienced and client-focused Estate Planning & Estate Administration Attorney to join our Florida legal team. The ideal candidate will have strong experience advising individuals and families on estate planning matters and handling estate administration from start to finish. This is an excellent opportunity for an attorney who enjoys building long-term client relationships, providing practical legal advice, and working across multiple areas of law. While Estate Planning and Estate Administration are the core requirements of this position, experience in one or more of the following areas would be considered a significant asset: Real Estate, Family Law, Corporate Law, and Litigation.

Requirements

• Licensed and in good standing with the Florida Bar is a must.
• 2+ years of relevant legal experience preferred.
• Strong experience in Estate Planning and Estate Administration required.
• Excellent understanding of Florida estate and probate law.
• Strong drafting, research, negotiation, and communication skills.
• Ability to manage files independently from intake through completion.
• Strong organizational and time-management skills.
• Excellent attention to detail.
• Ability to communicate complex legal concepts in a clear and practical manner.
• Professional, personable, and client-focused approach.
• Strong judgment and ability to identify potential legal issues before they become problems.
• Comfortable working collaboratively with lawyers, legal support staff, and other professional advisors.
• Takes ownership of your files and client relationships.
• Enjoys working directly with clients.
• Is proactive rather than reactive.
• Has strong attention to detail without losing sight of the bigger picture.
• Can manage multiple matters and competing deadlines.
• Is comfortable working independently while being part of a larger team.
• Looks for practical solutions to client problems.
• Is interested in developing a long-term practice and referral network.
• Is willing to collaborate across practice areas when clients require additional support.

Nice To Haves

• Experience in Real Estate (Residential and commercial real estate transactions, Purchase and sale transactions, Refinancing and mortgage matters, Real estate agreements and related documentation)
• Experience in Family Law (Separation and divorce matters, Parenting and support issues, Separation agreements, Independent legal advice)
• Experience in Corporate Law (Incorporations and reorganizations, Shareholder agreements, Corporate transactions, Business succession planning, General corporate advisory work)
• Experience in Litigation (Civil litigation, Estate and trust disputes, Commercial disputes, Court appearances and advocacy)

Responsibilities

• Advise clients on comprehensive estate planning strategies based on their personal, family, and financial circumstances.
• Draft and review Wills, Trusts, Powers of Attorney, Health Care Directives, and other estate planning documents.
• Assist clients with probate avoidance and succession planning strategies.
• Advise clients regarding the use and administration of trusts.
• Review and update existing estate plans as clients' circumstances change.
• Work collaboratively with financial, tax, and other professional advisors where appropriate.
• Develop strong, long-term relationships with clients and their families.
• Manage estate administration files from initial consultation through completion.
• Advise Executors, Personal Representatives, Trustees, and beneficiaries regarding their legal responsibilities and rights.
• Prepare and review probate and estate administration documents.
• Assist with applications for probate and other court-related estate matters.
• Communicate with beneficiaries, financial institutions, government agencies, accountants, and other professionals.
• Assist with the collection, valuation, and distribution of estate assets.
• Address creditor claims and other estate liabilities.
• Prepare and review estate-related correspondence, agreements, releases, and other legal documentation.
• Identify and resolve issues that arise during the administration of an estate.
• Maintain accurate file management and ensure matters progress efficiently and within applicable deadlines.
• Conduct client consultations and clearly explaining legal options.
• Building trust and maintaining strong client relationships.
• Identifying additional legal needs as they arise.
• Working collaboratively with other lawyers and professionals within the organization.
• Participating in client development and referral opportunities.
• Developing a strong personal network and referral base over time.
• Contributing to a consistent and professional client experience.

Benefits

• Access to a broader professional services platform
• Opportunity to work with clients on important legal and financial decisions
• Collaboration with professionals across legal, tax, wealth, insurance, and corporate services
• Potential for a key leadership and practice-building position

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed