Associate Attorney – Estate Planning

Associate Attorney – Estate Planning

Our firm is seeking a full-time attorney with 3–5 years of dedicated experience in estate planning and probate law. The ideal candidate will bring a portable book of business, a strong command of estate planning principles, and a client-focused approach to legal service.

Key Responsibilities

• Serve as a trusted advisor to clients, guiding them through the estate planning process with clarity and compassion
• Design and implement customized estate plans that align with clients’ personal, financial, and philanthropic goals
• Lead client consultations to assess needs, identify risks, and recommend tailored legal strategies
• Draft, revise, and finalize a wide range of estate planning instruments, including wills, revocable and irrevocable trusts, and powers of attorney
• Navigate probate and trust administration processes from start to finish, ensuring compliance and timely execution
• Collaborate closely with shareholders, associates, and support staff to deliver seamless, high-quality service
• Translate complex legal and tax concepts into actionable advice that empowers clients to make informed decisions
• Provide strategic counsel on wealth preservation, business succession, charitable giving, and special needs planning
• Represent clients in probate court and related proceedings when necessary
• Stay current on changes in estate, tax, and trust law to ensure clients receive the most up-to-date guidance
• Contribute to firm growth by nurturing client relationships and expanding your book of business

Qualifications

• Juris Doctor (J.D.) from an accredited law school; undergraduate degree required
• Active member of the Florida Bar in good standing
• LLM in Taxation is highly preferred
• Minimum of 3–5 years of experience in estate planning and probate law
• Demonstrated ability to manage and grow a portable book of business
• Deep knowledge of estate planning, probate, and trust administration
• Familiarity with tax planning, asset protection, and business entity formation
• Experience with federal estate and gift tax returns
• Understanding of real estate issues related to estate matters
• Exceptional written and verbal communication skills
• Strong attention to detail and a proactive, client-first mindset

Benefits:

• 401(k)
• Dental Insurance
• Life Insurance
• Paid time off
• Vision insurance

How to Apply:

Please send your cover letter and resume as a PDF to kharvey@pfhpa.com.

Please include as the subject line the position to which you are applying and your name: e.g., “Associate Attorney – John Jones”