Senior Estate Planning Attorney

Grimaldi Law Firm • Hollywood, FL

15h • Hybrid

About The Position

Grimaldi Law Firm, located in Hollywood, Florida, is seeking an experienced and level-headed Senior Estate Planning Attorney. The firm is a small, quickly growing, boutique, woman-owned law firm that specializes in real estate, estate planning, and probate services. They operate as an in-house legal and consulting department for private individuals, forward-thinkers, investors, and small businesses. The firm emphasizes five Core Principles: Integrity, Compassion, Communication, Teamwork, and the constant Pursuit of Excellence. They aim to protect clients' legacies and keep families out of the court system. The firm seeks individuals who are smart, compassionate, ethical, professional, and trustworthy. This role offers a competitive salary, monthly bonuses, and a focus on work-life balance, allowing for a hybrid schedule once integrated. The attorney will be instrumental in growing the firm, creating a positive culture, and helping clients acquire, protect, and grow generational wealth for freedom and peace of mind.

Requirements

• Minimum of 5 years of experience in estate planning.
• No supervision needed in dealing with planning for a taxable estate.
• Familiarity with GRATs, ILITs, and SLATs.
• Willingness to learn Wealthcounsel and Eldercounsel Estate planning documents.
• Ability to immediately take on client matters.
• Must be good with basic technology.
• Experience with Windows 10 or 11 and Microsoft Office (Word, Excel) is required.
• Applicant must be a graduate of an accredited law school.
• Must be licensed to practice law in Florida.
• Excellent communication skills, especially in highly stressful and emotional situations.
• Meticulous attention to detail, common sense, great interpersonal skills, and is a good writer.

Nice To Haves

• Experience with Clio and Google Workspace is preferred but not required.
• A moderate book of portable business is a plus.
• Experience with estate administration is required.
• Familiarity with the process of estate administration.

Responsibilities

• Handle a demanding load of client meetings and drafting/reviewing documents.
• Review cases and progress with the owner weekly.
• Supervise probate and trust administration.
• Supervise the estate administration paralegal in preparing probate and estate administration petitions and related filings.
• Assist Fiduciaries with marshaling assets, determining immediate cash needs, determining estate debts and liabilities, and preparing an initial plan of distribution.
• Guide and advise fiduciaries through the ongoing administration of the estate and/or trust.
• Assist clients effectively by understanding their needs, analyzing the situation, and then strategizing and deciding on a proper course of action.
• Delegate to and review the work of paralegals and legal assistants.
• Discuss estate planning with clients to understand their needs, fears, and desires.
• Advise clients regarding retirement plans, charitable giving, and insurance.
• Help solve legal problems for clients through analyzing the situation, understanding their needs, and creating a strategic plan of action.
• Design estate plans that will work for clients within the client’s chosen price point.
• Draft wills, trusts, and powers of attorney.
• Collaborate with other attorneys and paralegals to effectively move files through the estate administration process.
• Delegate to Paralegals and legal staff to accomplish tasks where appropriate, but remain responsible for ensuring the timely and professional completion of the work assigned.
• Represent clients in court regarding estate matters.
• Perform legal research and drafting discovery, motions, pleadings, orders, judgments, and status updates.
• Oversee and analyze discovery.
• Monitor caseload and move cases progressively forward and through the pipeline in accordance with defined milestones.
• Make recommendations on the design, deployment, and execution of policies, procedures, processes, checklists, templates, forms, etc., to create systems that run the business efficiently and profitably.
• Network and give in-person and webcast presentations to groups of clients, attorneys, financial professionals, or potential clients.
• Keep CLEs and law license up-to-date.
• Develop relationships with the community served and the leaders of that community.
• Lead paralegals and other staff in a team-oriented manner.

Benefits

• Competitive salary and bonus.
• Ability to earn monthly bonuses.
• Significant raise after a 90-day probationary period.
• Monthly bonuses for all staff when revenue numbers are hit.
• Opportunities for team members to grow personally, professionally, and financially.
• Work-life balance.
• Supportive environment with challenging and interesting work.
• Hybrid schedule option.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior