Estate Planning Attorney
Job Description:
Estate Planning Attorney
Remote within Florida | Periodic travel to Broward, Miami-Dade, and Palm Beach Counties | Contract | $100–$150 per hour, depending on experience and scope of assigned matters
Mayersohn Law Group, P.A. is seeking an experienced Estate Planning Attorney for a remote contract engagement supporting the firm's estate-planning and probate matters. The attorney must be licensed and in good standing with The Florida Bar and able to travel periodically within Broward, Miami-Dade, and Palm Beach Counties for client meetings, signings, court-related matters, or other business needs.
This role is suited to an attorney who can independently manage sophisticated estate-planning files, draft high-quality planning documents, advise clients clearly and professionally, and work effectively with clients and allied professionals. The position involves complex planning for individuals, families, business owners, and high-net-worth clients.
Responsibilities
- Draft and revise wills, revocable and irrevocable trusts, pour-over wills, powers of attorney, health care surrogate designations, living wills, and related estate-planning documents.
- Prepare advanced planning documents, including special-needs trusts, dynasty trusts, and other wealth-transfer or asset-protection structures.
- Advise clients on estate-planning, probate, asset-protection, business-succession, and related planning considerations.
- Analyze existing estate plans, identify issues or gaps, and recommend appropriate updates.
- Support planning for high-net-worth clients and families, including coordination of tax-sensitive and asset-protection strategies.
- Collaborate with financial advisors, CPAs, insurance professionals, family offices, and firm staff.
- Conduct legal research and provide practical analysis regarding Florida estate-planning, probate, homestead, creditor-protection, and related issues.
- Maintain accurate matter records, meet agreed deadlines, and provide responsive client service.
- Travel periodically within Broward, Miami-Dade, and Palm Beach Counties as needed.
Qualifications
- Active membership in good standing with The Florida Bar.
- At least three years of estate-planning experience.
- Demonstrated ability to independently draft and manage estate-planning matters.
- Experience with wills, revocable and irrevocable trusts, powers of attorney, advance directives, and related planning documents.
- Strong legal drafting, research, client-counseling, organization, and communication skills.
- Ability to work independently in a remote environment while remaining responsive and meeting deadlines.
- Ability to travel periodically within Broward, Miami-Dade, and Palm Beach Counties.
Preferred
- LL.M. in Taxation or Estate Planning.
- Experience with complex estates, high-net-worth clients, trust planning, tax-sensitive planning, asset protection, or business succession.
- Probate experience.
- Familiarity with Clio, LexisNexis, and electronic matter-management tools.
- Experience with Medicaid-planning matters.
About Mayersohn Law Group
Mayersohn Law Group, P.A. is a dynamic, NAMWOLF, AV‑rated law firm recognized for excellence across South Florida's legal community. Led by founder Leah Mayersohn, a former prosecutor with decades of high‑stakes litigation experience. Our firm specializes in Criminal Law, Family Law, Real Estate, Commercial Litigation, and Litigation, and is well known for sharp strategy, fast communication, and a client‑focused approach that gets results.
Were expanding our team as we invest in new systems, marketing initiatives, and operational growth. This is an exciting time to join us: you'll work closely with experienced attorneys, contribute to meaningful cases, and be part of a supportive environment that values initiative, integrity, and continuous improvement. If you thrive in a fast‑moving environment, bring fresh ideas, and take pride in delivering excellent work, you'll feel right at home here.
MLG Core Values: PATHS
“Relentless where it matters. Deliberate at every turn.”
P - Purposeful: Every motion, call, and meeting has a reason behind it. If it doesn't move the case or the client forward, we don't do it.
A - Accountable: We own our responsibilities from start to finish, inside and outside of the courtroom.
T - Trustworthy: Clients trust us with their freedom, families, reputations, and wealth. We protect that with discretion, care, and the seriousness their matters deserve.
H - Honest: We communicate clearly and truthfully with clients and each other, even when the conversation is difficult
S - Strategic: We bring savvy and real-world judgment to every situation, not just legal knowledge. We think before we act and choose the move that advances the client.