Estate Planning & Estate Administration Attorney

Bluestar Professional Services • Venice, FL

3d • Onsite

About The Position

Klingbeil & Roberts, P.A., part of Sunshine State Professional Management Services LLC, is seeking an experienced and client-focused Estate Planning & Estate Administration Attorney for its Florida legal team. This role involves advising individuals and families on estate planning and handling estate administration from start to finish. The ideal candidate will excel at building long-term client relationships and providing practical legal advice. While Estate Planning and Estate Administration are the core requirements, experience in Real Estate or Corporate Law is a significant asset. The position offers the chance to grow a substantial practice within a broader professional services platform, collaborating with experts in legal, tax, wealth, insurance, and corporate services. This role has the potential to evolve into a key leadership position.

Requirements

• Licensed and in good standing with the Florida Bar.
• 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 Corporate Law (Incorporations and reorganizations, Shareholder agreements, Corporate transactions, Business succession planning, General corporate advisory work).

Responsibilities

• Advise clients on comprehensive estate planning strategies based on their personal 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

• Growth-focused investment office
• Investing in our people
• Collaborative, high-integrity culture
• Empowered to grow, make an impact, and build rewarding careers
• Opportunity to build and grow a significant Estate Planning and Estate Administration practice
• Access to a broader professional services platform
• Opportunity to work with clients on important legal and financial decisions
• Collaborating with professionals across legal, tax, wealth, insurance, and corporate services
• Potential to develop into a key leadership and practice-building position

What This Job Offers

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