Estate Planning Attorney

MLG
  • Fort Lauderdale, Florida
    13 days ago

    Job Description

    Estate Planning Attorney

    Work arrangement: Remote within Florida
    Travel: Periodic travel to Broward, Miami-Dade, and Palm Beach Counties
    Employment type: Contract
    Compensation: $100–$150 per hour, depending on experience and scope of assigned matters

    Mayersohn Law Group, P.A. is seeking an experienced Estate Planning Attorney for a remote contract engagement supporting the firm's estate-planning and probate matters. The attorney must be licensed and in good standing with The Florida Bar and able to travel periodically within Broward, Miami-Dade, and Palm Beach Counties for client meetings, signings, court-related matters, or other business needs.

    This role is suited to an attorney who can independently manage sophisticated estate-planning files, draft high-quality planning documents, advise clients clearly and professionally, and work effectively with clients and allied professionals. The position involves complex planning for individuals, families, business owners, and high-net-worth clients.

    Responsibilities

    • Draft and revise wills, revocable and irrevocable trusts, pour-over wills, powers of attorney, health care surrogate designations, living wills, and related estate-planning documents.
    • Prepare advanced planning documents, including special-needs trusts, dynasty trusts, and other wealth-transfer or asset-protection structures.
    • Advise clients on estate-planning, probate, asset-protection, business-succession, and related planning considerations.
    • Analyze existing estate plans, identify issues or gaps, and recommend appropriate updates.
    • Support planning for high-net-worth clients and families, including coordination of tax-sensitive and asset-protection strategies.
    • Collaborate with financial advisors, CPAs, insurance professionals, family offices, and firm staff.
    • Conduct legal research and provide practical analysis regarding Florida estate-planning, probate, homestead, creditor-protection, and related issues.
    • Maintain accurate matter records, meet agreed deadlines, and provide responsive client service.
    • Travel periodically within Broward, Miami-Dade, and Palm Beach Counties as needed.

    Required qualifications

    • Active membership in good standing with The Florida Bar.
    • At least three years of estate-planning experience.
    • Demonstrated ability to independently draft and manage estate-planning matters.
    • Experience with wills, revocable and irrevocable trusts, powers of attorney, advance directives, and related planning documents.
    • Strong legal drafting, research, client-counseling, organization, and communication skills.
    • Ability to work independently in a remote environment while remaining responsive and meeting deadlines.
    • Ability to travel periodically within Broward, Miami-Dade, and Palm Beach Counties.

    Preferred qualifications

    • LL.M. in Taxation or Estate Planning.
    • Experience with complex estates, high-net-worth clients, trust planning, tax-sensitive planning, asset protection, or business succession.
    • Probate experience.
    • Familiarity with Clio, LexisNexis, and electronic matter-management tools.
    • Experience with Medicaid-planning matters.

    About Mayersohn Law Group

    Mayersohn Law Group, P.A. is a South Florida law firm committed to thoughtful legal strategy, responsive client service, and practical judgment. The firm is expanding its support for estate-planning and probate matters and seeks experienced attorneys who value accuracy, discretion, ownership, and strong client relationships.

    Numbers & Facts

    LocationFort Lauderdale, Florida

    Skills

    • Analysis Skillsunmatched
    • Attorneyunmatched
    • Certified Public Accountant (CPA)unmatched
    • Communication Skillsunmatched
    • Customer Relationsunmatched
    • Customer Support/Serviceunmatched
    • Estate Managementunmatched
    • Estate Planningunmatched
    • Healthcareunmatched
    • High Net Worthunmatched
    • Identify Issuesunmatched
    • Insuranceunmatched
    • Legalunmatched
    • Legal Researchunmatched
    • LexisNexisunmatched
    • Loss Preventionunmatched
    • Medicaidunmatched
    • Organizational Skillsunmatched
    • Probateunmatched
    • Record Keepingunmatched
    • Research Skillsunmatched
    • Rural Contractsunmatched
    • Succession Planningunmatched
    • Tax Planningunmatched
    • Time Managementunmatched
    • Willing to Travelunmatched

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