Trust Estate Partner Attorney

Attorney – Trust & Estate

Location Naples FL

We are seeking an experienced Trust & Estate Attorney with a small book of business to join our growing team. This position offers the opportunity to work on complex estate planning, trust administration, and probate matters while collaborating with high-net-worth clients and their families.

Key Responsibilities:

• Provide comprehensive trust and estate planning services tailored to individual client needs.
• Draft and review wills, trusts, and estate planning documents to ensure asset protection and tax efficiency.
• Handle all aspects of trust and estate administration, including probate proceedings, tax filings, and fiduciary guidance.
• Advise clients on wealth transfer strategies, including business succession planning and charitable giving.
• Conduct legal research and prepare detailed analyses on estate and trust matters.
• Work closely with financial advisors, tax professionals, and clients to create customized estate and trust plans.

Requirements:

• Juris Doctor (JD) and active membership in the Florida Bar.
• Minimum of 4 years of experience in trust and estate law.
• Must have a small book of business that will transition with you.
• Strong knowledge of the Florida Probate Code and Trust Code.
• Proficiency in preparing and reviewing estate and gift tax returns.
• Excellent drafting, research, and analytical skills.

Preferred Qualifications:

• Experience advising high-net-worth clients on trust and estate strategies.
• Knowledge of federal estate and gift tax laws.

Benefits

• Mentorship & Growth – Structured programs, including Associate Mentor and Accountability Partner Programs, support career development and firm integration.
• Attorney Committees – Associates and senior attorneys have a voice in compensation, training, career development, and work-life balance through dedicated committees.
• Competitive Benefits – Includes 401(k) matching, profit sharing, paid time off, health insurance, disability coverage, and an Employee Assistance Program.
• Work-Life Balance & Wellness – Enjoy team outings, social events, and mental health support through Lawyers Concerned for Lawyers (LCL).
• Salary DOE and size of book of business

This is a tremendous opportunity for an attorney looking to expand their practice in trust and estate law with a collaborative and well-established firm. If you are passionate about estate planning, trust administration, and probate, and have a small book of business, we encourage you to apply today! Send resumes to ...