Trusts & Estate Attorney
Jobot
Fort Myers, FL
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JOB DETAILS
SALARY
$140,000–$160,000 Per Year
SKILLS
Attorney, Business Plan, Communication Skills, Corporate Planning, Corporate Tax, Customer Relations, Develop and Maintain Customers, Employee Assistance Plan, Estate Planning, Fiduciary, Health Plan, Healthcare, Interpersonal Skills, Legal, Litigation, Probate, Property Tax, Real Estate, Succession Planning
LOCATION
Fort Myers, FL
POSTED
1 day ago
This Jobot Job is hosted by: Jake Vogel
Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume.
Salary: $140,000 - $160,000 per year
A bit about us:
We have grown from two forward-thinking partners to become the largest locally based, full-service regional firm serving the needs of our clients throughout Florida.
Our office provides a wide variety of services including Real Estate, Corporate Structure/Re-Structuring, Litigation and Estate Planning to our clients.
We believe it is very important to understand the tenets that we follow in our relationships with our clients.
These tenets are how we want to be judged, and what we want used as criteria in selecting us for legal representation.
We hold ourselves to the highest standards of our profession.
Our goal is to continually demonstrate the Firm’s capabilities and experience, and to build and maintain trust between our clients and us.
The only result that we will accept is the one that our clients expect us to deliver.
Why join us?
Profit Sharing Plan
401K
Excellent Health Benefits
Mentorship & Growth
Free Parking
Employee Assistance Program
And Much More!
Job Details
The ideal candidate will have a strong background in estate planning and administration and a commitment to delivering thoughtful, practical solutions tailored to clients’ long-term personal, family, and financial goals.
Key Responsibilities
Draft and implement estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, and related instruments
Advise clients on sophisticated wealth transfer strategies, including tax-efficient gifting, business succession planning, and generation-skipping transfer planning
Handle estate and trust administration matters, including probate proceedings, trust administration, fiduciary advising, and beneficiary representation
Counsel trustees, personal representatives, and beneficiaries regarding fiduciary duties and compliance
Coordinate planning with corporate, tax, real estate, and litigation attorneys to provide integrated client solutions
Maintain ongoing client relationships and provide proactive legal guidance as circumstances and laws evolve
Stay current on developments in federal and Florida trust, estate, and tax law
Qualifications
J.D. from an ABA-accredited law school
2–7 years of experience practicing in trusts and estates, estate planning, or estate and trust administration
Active membership in good standing with The Florida Bar (required)
Strong drafting, organizational, and analytical skills
Excellent interpersonal and communication skills, with a client-centered approach
LL.M. in Taxation or advanced estate planning experience is a plus, but not required
Ability to manage multiple matters independently while collaborating effectively with attorneys and staff
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
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About the Company
J
Jobot
Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.
Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).
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COMPANY SIZE
100 to 499 employeesINDUSTRY
Staffing/Employment Agencies
FOUNDED
2018
WEBSITE
http://www.jobot.com