Job Overview
Siegel Law Group is a well-established estate planning and probate law firm based in Boca Raton, Florida, serving clients statewide. Our practice areas include probate and trust administration, wills and trusts, asset protection planning, Medicaid planning, long-term care planning, and elder law. We are dedicated to helping clients navigate complex legal matters with clarity, compassion, and purpose.
We are seeking an experienced Estate Planning & Probate Attorney with estate tax planning experience to join our growing legal team. This role is ideal for an attorney who can manage sophisticated planning matters, advise high-net-worth families, handle probate and trust administration, and provide exceptional client service in a collaborative, growth-oriented environment.
The ideal candidate combines technical legal knowledge with strong interpersonal skills, practical judgment, and a commitment to helping clients protect assets and preserve family wealth.
Key Responsibilities
- Design and implement customized estate plans for individuals, families, business owners, and high-net-worth clients
- Advise clients regarding wills, revocable trusts, irrevocable trusts, powers of attorney, healthcare directives, and incapacity planning
- Structure advanced planning strategies involving estate, gift, and generation-skipping transfer tax considerations
- Draft and review sophisticated planning vehicles such as ILITs, GRATs, SLATs, QPRTs, dynasty trusts, and charitable planning tools
- Counsel clients regarding business succession planning, family entities, and legacy preservation strategies
- Coordinate planning with CPAs, financial advisors, wealth managers, and trustees
- Communicate clearly, professionally, and compassionately with clients throughout the legal process
- Ensure compliance with Florida law, court rules, and firm procedures
- Collaborate with firm leadership to improve processes, workflow, and growth initiatives
- Maintain accurate documentation in Clio or similar systems
Qualifications
- Juris Doctor (JD) from an accredited law school
- Active member in good standing with The Florida Bar
- 5+ years of estate planning, trusts & estates, probate, or related experience
- Demonstrated experience with estate tax, gift tax, or advanced wealth transfer planning
- Strong drafting skills for sophisticated trust documents
- Knowledge of Florida probate, trust, and estate planning law
- Strong client communication and relationship-building skills
- Ability to independently manage matters from intake through completion
- Highly organized, detail-oriented, and solutions-focused
- LL.M. in Taxation or Estate Planning (preferred)
- Experience with high-net-worth clientele (preferred)
Benefits & Compensation
- Competitive annual compensation range: $100,000 – $150,000, based on experience
- Bonus opportunities tied to production and performance
- Health, Dental, Vision Insurance
- Life & Disability Coverage
- Paid Time Off and Paid Holidays
- 401(k) plan with Safe Harbor Contribution
- Professional development support
- Strong administrative and paralegal support staff
The Siegel Law Group is an equal opportunity employer.
