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Senior Estate Planning Attorney

Grimaldi Law Firm

Hollywood, FL 33019

$140,000-$160,000/yr

~ 38 min Onsite

Experienced (5+ years)
Estate planning attorney
Minimum of 5 years of experience in the field
Estate planner with a minimum of 5 years of experience
Planning for a taxable estate
GRAT s, ILIT s, and SLAT s
Wealthcounsel Estate planning documents
Eldercounsel Estate planning documents
Licensed to practice law in Florida
Graduate of an accredited law school
5+ years of estate planning experience required
You must be good with basic technology. Experience with Windows 10 or 11 and Microsoft Office (Word, Excel) is required
Experience with Clio and Google Workspace is preferred but not required
Excellent references are required
Excellent communication skills, especially in highly stressful and emotional situations
Up-beat, self-starter, who has meticulous attention to detail, common sense, great interpersonal skills, and is a good writer
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
Guiding and advising fiduciary through 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
You should delegate to Paralegals and legal staff to accomplish tasks where appropriate, but you remain responsible for ensuring the timely and professional completion of the work assigned
Represent clients in court regarding estate matters
Legal research and drafting discovery, motions, pleadings, orders, judgments, and status updates
Overseeing and analyzing discovery
Monitor your 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
Networking
Giving in-person and webcast presentations to groups of clients, attorneys, financial professionals, or potential clients
Keep your CLEs and law license up-to-date
Develop relationships with the community served and the leaders of that community