Private Client Trusts & Estates Associate Attorney

Direct Counsel

  • West Palm Beach, FL
  • Today

    Highlights

    Job Description 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 experience in 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.

    Numbers & Facts

    LocationWest Palm Beach, FL

    Description

    Job Description

    Job Description
    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 experience in 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

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