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Private Client Trusts & Estates Associate Attorney

Direct Counsel

Boca Raton, FL

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JOB DETAILS
SKILLS
Attorney, Bar Membership, Corporate Tax, Cross-Functional, Customer Support/Service, Estate Planning, Family Planning, Federal Laws and Regulations, Federal Tax, High Net Worth, Mentoring, Presentation/Verbal Skills, Probate, State Laws and Regulations, Strategic Planning, Succession Planning, Tax Planning, Tax Regulations, Team Player, Writing Skills
LOCATION
Boca Raton, FL
POSTED
Today
Private Client Trusts & Estates Associate Attorney / Senior Associate Attorney - Boca Raton or West Palm Beach, FL
Direct Counsel is seeking a Private Client Trusts & Estates Associate Attorney or Senior Associate Attorney with a minimum of 4 years of experiencein sophisticated trusts and estates matters to join a highly regarded Private Client practice in Florida, with offices in Boca Raton or West Palm Beach.

Ideal candidates will have experience advising high-net-worth individuals and families on estate planning and administration, including succession planning, lifetime giving, retirement asset planning, charitable giving, and tax-efficient wealth transfer strategies. Candidates should have strong knowledge of relevant state and federal tax laws.

This role offers a hybrid work schedule, providing flexibility with two remote days per week, while also fostering collaboration with the broader Private Client team.
Responsibilities
  • Advise clients on complex trusts and estates matters, including tax and succession planning
  • Draft estate planning documents, including wills, trusts, and related instruments
  • Support estate and trust administration matters
  • Collaborate with multidisciplinary teams, including corporate, tax, and probate specialists
  • Handle client communication and strategic planning with a high level of professionalism
Requirements
  • Minimum 4 years of experience in sophisticated private client matters, including trusts and estates
  • Strong written, verbal, and client service skills
  • Team-oriented with ability to work independently and proactively
  • Member of the Florida State Bar in good standing (required)
Additional Information
  • Hybrid work environment with flexibility for in-office days
  • Opportunities for mentorship, professional development, and potential path to partnership
  • Required application materials: cover letter, resume, transcript, and 2-3 page writing sample

About the Company

D

Direct Counsel

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