Attorney Estate Planning Probate Trust Admin and Elder Law

Safe Harbor Law Firm PLLC

Fort Myers, FL

JOB DETAILS
SKILLS
Attorney, Customer Experience, Customer Relations, Customer Satisfaction, Customer Support/Service, Estate Planning, Family Planning, Leadership, Legal, Long-Term Care, Medicaid, Onboarding, Organizational Skills, Probate, Sales Qualification, Team Player, Thought Leadership, Training/Teaching, Trust Law
LOCATION
Fort Myers, FL
POSTED
1 day ago

Associate Attorney, Estate Planning, Probate, Trust, Elder Law and Guardianship Safe Harbor Law Firm, a premier, client-centered law firm in Southwest Florida, is seeking an experienced Attorney in Fort Myers to join our rapidly growing estate planning, probate, trust administration, elder law, and guardianship practice. The firm also has offices in Naples and Bonita Springs.This is not a starter role. We are looking for a seasoned attorney who is comfortable with a client-facing, consultation-driven practice, works well within structured systems, and is motivated by performance-based upside. All leads, support staff, and training are fully provided so attorneys can focus on what matters most—serving clients.Our firm's Client Engagement Team believes that estate planning and lifetime planning should provide families with peace of mind through a clear, simplified, and supportive process. We are seeking the right fit candidate to guide clients through some of life's most important and often emotional decisions, combining strong legal judgment with empathy, confidence, and clarity. Hands-on experience in elder law, long-term care planning, Medicaid applications, and guardianship matters is a strong plus.Key Responsibilities Lead initial client consultations, helping individuals and families understand their estate planning, probate, trust administration, elder law, and guardianship options and confidently choose appropriate solutions.Serve as a core member of the Client Engagement Team, converting qualified leads into clients through an educational, values-based consultation process.Maintain strong consultation outcomes, client satisfaction, and engagement expectations across all service areas.Collaborate closely with attorneys, paralegals, and leadership to ensure a smooth client experience from onboarding through implementation.Provide legal insight and oversight on complex matters when needed, including elder law and guardianship related issues, with minimal drafting required and dedicated drafting support provided.Support firm growth by delivering consistent, high-quality client interactions aligned with the firm's mission and values.Qualifications Active Florida Bar license required.Minimum five years of legal practice, with at least five years of estate planning experience.Probate, trust administration, elder law, and guardianship experience strongly preferred.Hands on experience with Medicaid applications and long-term care planning is a significant plus.Strong client-facing consultation skills, experience in a high-volume environment preferred.Confident and compassionate communicator who can guide clients through complex and emotional decisions.Excellent emotional intelligence, listening skills, and professional judgment.High personal integrity and a commitment to exceptional client service.What We Offer Competitive salary with uncapped performance-based bonuses.Health, dental, vision, and life insurance benefits offered.401(k) with employer match.Paid time off and paid holidays.Ongoing professional development and training opportunities.Role-appropriate hybrid flexibility balanced with an in office, client-centered practice.A collaborative culture where clients are engaged through service, education, and relationship building, not pressure.The opportunity to make a measurable impact on both clients' lives and the firm's continued growth.Ideal Candidate Profile Empathetic, emotionally intelligent, and genuinely people-focused.A confident guide and educator who helps clients move from uncertainty to clarity and action.Comfortable making thoughtful recommendations and leading client conversations toward informed decisions.A collaborative senior attorney who enjoys contributing to team success and firm growth.Thrives on client interaction and consultations, not paperwork heavy roles.Highly organized, proactive, and results-driven, with integrity at the core.#J-18808-Ljbffr

About the Company

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Safe Harbor Law Firm PLLC