Probate and Elder Law Attorney

Role Summary

We are seeking an Associate Attorney to support a lead partner-attorney with a growing probate guardianship and trust administration caseload representing fiduciaries or incapacitated persons.

The initial focus of this role is to integrate within the existing processes and established core team and increase capacity in those legal practice areas by saving the partner time spent problem-solving and managing key stakeholders and provide the experienced paralegals with effective valuable legal oversight.

This is a fit for an attorney who wants a systems-driven non-litigation practice with meaningful client contact and can independently solve complex people and legal issues. We are looking for a mission-driven team player who can handle a very fast-paced environment in our consumer-facing practice area.

Key Responsibilities

• Independently manage a caseload of non-adversarial probate guardianship (Elder Law) and trust administration matters from post-consultation handoff through closing by targeted file close dates while delivering our scope of services under our representation and fee agreement.
• Acquire the skills and knowledge to become an internal subject-matter expert for non-adversarial probate guardianship and trust administration.
• Review and revise draft petitions orders inventories accountings reports notices closing documents transactional forms and related probate/guardianship filings from our experienced paralegals with minimal partner review meeting deadlines without extension requests no failed clerk audits and no claims of legal error.
• Effectively solve case-related issues through communication with relevant stakeholders drafting custom provisions and conducting efficient legal research.
• Coordinate with clients family members courts financial institutions and care providers to keep matters moving forward.
• Support the partners preparation for hearings and conferences.
• Collaborate closely with assigned paralegals and support staff; give clear direction and review their work product for compliance with Florida law and our law firm standards.
• Support cross-practice collaboration internally and externally in multi-issue matters.
• Maintain proactive empathetic communication with clients and caregivers; set and reset expectations with no surprises.
• Follow and improve documented Actionstep workflows and checklists for each matter type.
• After the probate/guardianship/trust admin caseload is stable gradually assume responsibility for: (1) Basic initial strategic consultations with new prospective clients and (2) Drafting and reviewing wills Lady Bird deeds and DPOAs using firm templates and processes.

What Success Looks Like (First 12 Months)

• Averages 30-33 billable hours/week (/year) with high accuracy and minimal write-downs.
• Matters consistently move on schedule and on time for court and reporting deadlines.
• Clients and team members generate positive feedback consistent with the firms core values.
• Reliably uses firm systems (Actionstep workflows communication standards) and contributes practical improvements.

Qualifications

• J.D. from an accredited law school and a current active member in good standing of The Florida Bar.
• 2-4 years experience in private practice (candidates with 1 years of issue exposure and clear interest in elder law preferred).
• Familiarity with Florida court rules and statutes relating to estates.
• Strong drafting attention to detail problem-solving and organizational skills; able to manage multiple matters and deadlines.
• Genuine empathy for seniors and caregivers and the ability to explain complex concepts in plain language.
• Proficiency with practice management software (Actionstep or similar) Microsoft Office (Word Teams Excel and Outlook) and PDF tools.

Core Values Fit

• Consistent Transparency: Communicates clearly with clients and internal team especially when there are delays or bad news.
• Good People Taking Care of Good People: Treats clients and colleagues with respect patience and humility.
• Rapid Results: Move matters forward quickly honor timelines and do what it takes to get clients to the finish line.

Compensation

• Performance-based bonus opportunity tied to collected fees closed case volume days to close and firm profitability.

If you want to professionally grow in elder law in Northeast Florida within a process-driven values-based firm and help caregivers protect the people they love we invite you to apply.

Pay: $90000.00 - $110000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Paid time off
• Professional development assistance
• Vision insurance

Work Location: In person