Job Description
An Attorney with us is responsible for providing exceptional legal services while serving as a legal leader within the Firm. In addition to managing a caseload involving estate planning, probate, trust administration, and related matters, the Attorney provides guidance and mentorship to attorneys and legal staff, promotes consistency in legal work product, supports operational excellence, and helps ensure the Firm maintains the highest standards of client service and legal quality.
The Attorney exercises sound legal judgment, demonstrates professionalism and integrity, supports the development of the legal team, and collaborates with leadership to improve legal operations, client experience, and departmental performance.
Compensation:$125,000
Responsibilities:Advise clients on estate planning strategies, including wills, trusts, incapacity planning, and legacy preservation
Develop and execute customized estate plans tailored to individual client needs
Draft, review, and oversee estate planning documents such as wills, revocable and irrevocable trusts, powers of attorney, and advance directives
Handle probate and trust administration matters from opening through closing
Prepare and file probate pleadings, inventories, accountings, and court documents
Counsel personal representatives, trustees, and beneficiaries regarding fiduciary duties and compliance
Represent clients in probate court proceedings and hearings as needed
Prepare for and lead client meetings, including consultations, review meetings, and signing sessions (in-office and occasional off-site)
Respond to trust funding, probate, and estate planning follow-up questions
Provide guidance and oversight to paralegals and legal assistants to ensure accuracy and compliance
Participate in new and existing client consultations with a focus on strong engagement and retention
Collaborate with attorneys, paralegals, administrative staff, and management to ensure timely case progression
Maintain accurate and organized case notes and client records using legal practice management and CRM systems
Perform administrative follow-up tasks and ensure proper client file documentation
Communicate clearly, professionally, and compassionately with clients throughout the legal process
Ensure compliance with Florida law, court rules, and firm procedures
Juris Doctor (JD) from an accredited law school
Active member in good standing with the Florida Bar
3+ years of experience practicing estate planning and probate law
Strong drafting, legal research, and analytical skills
Knowledge of Florida probate rules and estate planning statutes
Experience with trust administration and probate court procedures
Excellent written and verbal communication skills
Strong organizational, time-management, and attention-to-detail abilities
Ability to independently manage client matters, deadlines, and sensitive issues with empathy and discretion
Client-focused mindset with strong engagement and retention skills
Familiarity with legal practice management software (Clio, Lawmatics, or similar) preferred
Ability to work independently and as part of a collaborative legal team
The Siegel Law Group is a well-established estate planning and probate law firm based in Boca Raton, Florida, serving clients throughout the state. Our practice focuses on probate and trust administration, wills and trusts, asset protection planning, Medicaid planning, long-term care planning, and elder law.
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