Estate Planning & Probate Attorney

The Siegel Law Group•Boca Raton, FL

28d

About The Position

The Siegel Law Group is seeking a highly skilled Estate Planning and Probate Attorney to join our dynamic legal team in Boca Raton. This position requires a driven, detail-oriented, and compassionate legal professional with strong experience in Florida probate and estate planning law. The right candidate will be responsible for guiding clients through the intricacies of estate planning and probate with professionalism and care, from consultation through execution.

Requirements

Active Florida Bar license in good standing
3+ years of experience in Estate Planning and Probate Law
Excellent organizational and communication skills
Ability to independently manage client matters and deadlines
Proficient in managing sensitive matters with empathy and discretion
Strong client engagement and retention focus
Attention to detail and an understanding of firm-standard formatting and procedures are essential

Responsibilities

Develop and execute customized estate plans tailored to client needs
Provide legal counsel and guidance on estate planning, probate, and trust administration matters
Prepare for and lead client meetings, including signing and review sessions
Provide thorough guidance to paralegals and legal assistants, ensuring accuracy and compliance
Review legal documents, including wills, trusts, and probate pleadings
Maintain a high level of organization, integrity, and client-focused professionalism
Handle in-office and occasional off-site client signings
Respond to trust funding, probate, or estate planning follow-up questions
Participate in new and existing client consultations, with a goal of high engagement rates
Serve as a support resource to our internal legal and management team.
Perform administrative follow-up tasks and client file documentation