Trust And Estate Planning Attorney

Company: Shupe Dhawan
Location: Fort Lauderdale
Posted on: January 24, 2023

Job Description:

If you have experience in estate planning, you may be an excellent addition to our growing law firm. We are looking for a highly analytical candidate with good negotiation and organizing skills who can work full-time. As our estate planning attorney, you will draft wills, trusts, and powers of attorney for our clients and their families. To ensure that an estate's management is handled in accordance with the wishes of the estate owner, this position requires a significant level of responsibility. The applicant we are looking for must have extensive knowledge of estate planning.

The position will require consultation with clients and designing estate plans depending upon client needs. The right candidate will be able to take over the senior partner's caseload so that the senior partner can focus more on the business of the firm. Experience with probate and the ability to manage a junior associate is also preferred.

Responsibilities:

Consult clients about your plans for distributing their assets
Provide clients with information about retirement plans, charitable contributions, and insurance choices
Create wills, trusts, and powers of attorney for your clients
Help solve legal problems for clients through analyzing the situation, understanding their needs, and creating a strategic plan of action
--- Meet with clients and design estate plans
--- Analyze client needs and recommend appropriate services
--- Assign work to paralegals and legal assistants
--- Handle estate plan signing meetings

Qualifications:
--- Must have a minimum of 5 years of estate plan drafting experience, with no exceptions
--- Must have used Wealth Counsel software and be able to navigate without training
--- Must be able to self-manage caseload
--- LL.M. in Estate Planning or Taxation or comparable work experience
--- Drafting of 706, 709, and 1041 returns is a plus

About Company:
We're Shupe Dhawan, a boutique law firm located in Fort Lauderdale. The right person will want to be part of a team that delivers results and helps people during difficult and stressful times in their lives. -You want to be challenged, not bored, by your work. -You want to work with other people who enjoy what they do every day. -You have hopes, goals, and dreams for yourself, and would be inspired by spending time with like-minded people. -Finally, you can find passion and purpose in helping to accomplish a greater mission.

Benefits include:

16 days of paid PTOMinimum of 8 days paid holidaysHealth, dental, and eye insurance401(k) after 1 year of employment

NO RECRUITERS

Keywords: Shupe Dhawan, Fort Lauderdale , Trust And Estate Planning Attorney, Legal , Fort Lauderdale, Florida