Job Description


Our out-of-state headquartered client seeks a Trusts & Estates Associate with a minimum of 4 years of experience for Bonita Springs, Florida office. 

The ideal candidate would have experience working with individuals and families in the design and drafting of estate plans, including wills, revocable and irrevocable trusts, powers of attorney, and other estate planning documents. This associate will participate in client conferences; draft estate planning documents; work with paralegals, fiduciary accountants, other attorneys, and clients in probate and trust administration; review gift tax returns, estate tax returns and fiduciary income tax returns; conduct tax research; and assist other attorneys and clients with charitable planning.

LL.M. in Taxation or Estate Planning preferred. Excellent academic credentials, exceptional writing and oral communication skills, and Florida Bar admission required.

The firm pays very well ($135-148K) but does not compensate relocation.  Benefits include:

  • 3 weeks’ Vacation year 1, and 4 weeks’ Vacation starting at year 2! [first year is possibly negotiable]
  • Personal Days, Sick Days and 11 Holidays
  • Medical Plan, Dental Plan, Vision Plan
  • 401(k) with profit-sharing
  • Life Insurance
  • LTD Insurance
  • Flexible Spending Account
  • Employee Assistance Program
  • Professional Development Assistance
  • Referral Program
Job Id: 209
Bonita Springs, Florida
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