Estate Planning & Probate Attorney

The Siegel Law Group

Estate Planning & Probate Attorney

Boca Raton, FL
Full Time
Paid
  • Responsibilities

    The Siegel Law Group is seeking a highly skilled Estate Planning and Probate Attorney to join our dynamic legal team in Boca Raton. This position requires a driven, detail-oriented, and compassionate legal professional with strong experience in Florida probate and estate planning law. The right candidate will be responsible for guiding clients through the intricacies of estate planning and probate with professionalism and care, from consultation through execution. Responsibilities: • Develop and execute customized estate plans tailored to client needs • Provide legal counsel and guidance on estate planning, probate, and trust administration matters • Prepare for and lead client meetings, including signing and review sessions • Provide thorough guidance to paralegals and legal assistants, ensuring accuracy and compliance • Review legal documents, including wills, trusts, and probate pleadings • Maintain a high level of organization, integrity, and client-focused professionalism • Handle in-office and occasional off-site client signings • Respond to trust funding, probate, or estate planning follow-up questions • Participate in new and existing client consultations, with a goal of high engagement rates • Serve as a support resource to our internal legal and management team. • Perform administrative follow-up tasks and client file documentation Qualifications: • Active Florida Bar license in good standing • 3+ years of experience in Estate Planning and Probate Law • Excellent organizational and communication skills • Ability to independently manage client matters and deadlines • Proficient in managing sensitive matters with empathy and discretion • Strong client engagement and retention focus • Attention to detail and an understanding of firm-standard formatting and procedures are essential Compensation: $80,000 - $150,000

    • Develop and execute customized estate plans tailored to client needs • Provide legal counsel and guidance on estate planning, probate, and trust administration matters • Prepare for and lead client meetings, including signing and review sessions • Provide thorough guidance to paralegals and legal assistants, ensuring accuracy and compliance • Review legal documents, including wills, trusts, and probate pleadings • Maintain a high level of organization, integrity, and client-focused professionalism • Handle in-office and occasional off-site client signings • Respond to trust funding, probate, or estate planning follow-up questions • Participate in new and existing client consultations, with a goal of high engagement rates • Serve as a support resource to our internal legal and management team. • Perform administrative follow-up tasks and client file documentation

  • Compensation
    $80,000-$150,000 per year