Estate Planning Jobs in Winter Park

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United States
Full-time Experience : 3-7 yrs required

Estate Planning Attorney Job Description At law... firm, we’re more than a law firm—we’re a team driven by purpose, united by values, and committed to excellence in everything we do. Our culture is built on collaboration, respect, and a shared dedication to...

Posted On Aug 17, 26
Full-time Experience : Min 3 yrs required

JOB TITLE: Trust & Estate Planning Associate JOB RESPONSIBILITIES: The... Trust & Estate Planning Associate plays a... strategies related to trust, estate, wealth transfer, and business... succession planning for Family Office clients.... include: - Drafting and editing estate planning documents such as... wills,......

Full-time Experience : Min 3 yrs required

Job Title: Attorney - Estate Planning Job Responsibilities: - Meeting with... clients to discuss their estate planning goals and needs. -... of attorney, and other estate planning documents. - Advising clients... on tax planning, asset protection, and long-term... and staying current on estate planning laws and t......

Posted On Jun 16, 26
Full-time 36 views

growth and advancement Job Title: - Paralegal for Estate Planning Department Experience... Information: - Experience in probate, wills, and trusts required - Ability to handle complex cases and provide personalized guidance Law Firm: Our law firm...

Full-time 3 views Experience : 4-6 yrs required

Job Title Real Estate / Private Client /... Estate Planning Associate (4-6 years) Job... Responsibilities - Collaborate with estate planning attorneys on real... estate aspects of wealth transfer... planning, residential and commercial real estate acquisitions, dispositions, and financings.... Structure and negotiate real estate transactions involving estate planning......

Posted On Jun 16, 26
Full-time 35 views Experience : Min 8 yrs required

Job Title: Estate Planning Attorney Location: Orlando... currently seeking an experienced Estate Planning Attorney to join... their team. This position offers the opportunity to work in either the Orlando or Tampa office locations and provide services to clients throughout the...

Full-time 8 views Experience : 3-5 yrs required

Estate Planning Associate Job Description A law... firm is seeking an estate planning attorney with 3... its High Net Worth Planning group. The candidate should... strong experience in drafting estate planning documents, including revocable... and... irrevocable trusts, charitable planning, and tax mitigation strategies.......

Posted On Aug 31, 26
Full-time 3 views Experience : 1-5 yrs required

Job Title: Estate Planning Paralegal / Drafter Job... Responsibilities: - Draft estate plans and ancillary documents... for attorney clients across the country, following detailed design instructions. - Create legal documents including revocable living trusts, irrevocable trusts, wills, powers of attorney, healthcare directives, and...

Full-time 11 views Experience : Max 5 yrs required

Estate Planning Associate Attorney Job Title: Estate... Planning Associate Attorney Job Responsibilities: - Meet... with clients to discuss estate planning needs, understand their... goals,... the progress of their estate planning matters. - Prepare legal... documents... such as wills, trusts, and power of attorney documents tailored...

Full-time 33 views Experience : 1-4 yrs required

Attorney: High Net Worth Estate Planning & Tax Job Responsibilities: -... design and implement customized estate, tax, and wealth-transfer plans... families. - Draft and review estate planning documents, including revocable... planning structures. - Apply federal estate, gift, income, and generation-skipping... transfer tax principles in...

Full-time 1 views Experience : Min 3 yrs required

**Job Title:** Estate Planning and Probate Attorney **Job Responsibilities:** -... provide counsel on probate, estate planning, and asset protection... matters. -... healthcare directives, and related planning documentation. - Advise clients on... strategies for gift, estate, and generation-skipping transfer tax... planning. - Manage probate, trust administration,... estat...

Full-time 1 views Experience : 1-3 yrs required

Job Title: Attorney - Estate Planning and Probate Job Responsibilities: -... a primary focus on estate planning and probate matters. -... Draft legal documents including wills, powers of attorney, healthcare surrogate designations, and handle summary administration in probate matters. - Participate in client intake,...

Full-time 30 views

core practice areas of Estate Planning and Wealth Preservation. -... clients to develop comprehensive estate plans that meet their... individual needs and objectives. - Provide expert legal advice on wealth preservation strategies to protect clients' assets and ensure their financial goals are...

Full-time 1 views

legal services to eligible older adult clients, including advice, brief services, and full representation in civil legal matters. - Conduct legal research and draft legal documents including pleadings, discovery, and life planning documents. - Represent clients in... administrative hearings and court...

Posted On Jun 08, 26
Full-time 6 views Experience : Min 2 yrs required

Responsibilities: Estate Planning Support - Draft estate planning documents, including wills,... and paralegal direction. - Assemble signing packets, prepare execution instructions, and coordinate notarization and witness logistics. - Maintain organized digital and physical estate planning files, ensuring completeness... and accuracy. - Track matter status, de...

Posted On Jul 20, 26
Full-time Experience : 1-8 yrs required

law firm seeks an Estate Planning Attorney in [City/State].... clients while ensuring compliance with current laws and with clients to understand their estate planning goals and provide... personalized legal and review estate planning documents, including wills,... trusts, powers...

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