Estate Planning Attorney

Bonham Solutions

  • Sarasota, FL
  • 30+ days ago

    Highlights

    Each attorney plays a meaningful role in the practice, works directly with clients and builds close working relationships across the team. A respected law firm in the Greater Sarasota area is looking for an Elder Law & Estate Planning Attorney. to join their team mid-sized team.

    Numbers & Facts

    LocationSarasota, FL

    Description

    A respected law firm in the Greater Sarasota area is looking for an Elder Law & Estate Planning Attorney. to join their team mid-sized team. The firm focuses on elder law, estate planning and guardianship. It is known for compassionate, client-centered service to seniors and their families throughout the region. Each attorney plays a meaningful role in the practice, works directly with clients and builds close working relationships across the team. The attorney will handle a range of elder law and estate planning matters guiding clients and families through important and often sensitive life decisions. Candidates must have at least a year in estate planning, probate or a related practice area to be considered for this role.

    Responsibilities

    • Meet with clients and families to understand their goals and recommend planning strategies
    • Draft wills, trusts, powers of attorney, healthcare surrogate designations and related documents
    • Handle guardianship matters, including petitions, court filings and hearings
    • Assist with elder law matters such as long-term care and incapacity planning
    • Support probate and trust administration matters as needed
    • Work with families, caregivers, financial advisors and other professionals
    • Work closely with the firm's attorneys and support staff to deliver excellent client service

    Qualifications

    • Juris Doctor from an accredited law school
    • Active member in good standing of The Florida Bar
    • 1+ years of experience in elder law, estate planning and/or guardianship
    • Strong drafting, organizational and communication skills
    • Compassionate, patient demeanor with clients and families
    • Able to manage multiple matters in a fast-paced practice

    Compensation & Benefits

    • Competitive salary, commensurate with experience
    • Health insurance, 401(k), PTO,
    • Primarily in-office at office located in Greater Sarasota
    • The opportunity to join a close-knit, well-regarded firm with a meaningful practice

    Apply today to learn more or contact jack@bonhamsolutions.com with any questions!

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