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Estate Planning Partner
Orion Placement. Lead estate planning matters and provide personalized legal guidance to individuals, families, and business owners .
Posted 10/15/2026full-timeRemote • Florida • United StatesJuniorMid-Level💰 $150,000 - $750,000 per yearWebsite
About the role
Key responsibilities & impact- Lead estate planning matters and provide personalized legal guidance to individuals, families, and business owners
- Draft and advise on wills, trusts, and comprehensive estate planning strategies
- Manage and grow existing client relationships
- Identify opportunities to expand the practice
- Develop legal solutions to help clients protect assets and plan for the future
- Collaborate with fellow attorneys on complex legal matters and client needs
- Contribute to the strategic direction and growth of the estate planning practice
- Deliver exceptional client service while maintaining high legal standards
Requirements
What you’ll need- Active Florida Bar license in good standing
- 2+ years of estate planning experience
- Established, portable book of business valued at $350,000+
- Strong background in estate planning, wills, trusts, and client counseling
- Entrepreneurial mindset
- Ability to develop and maintain client relationships
- Excellent communication, relationship-building, and problem-solving skills
Benefits
Comp & perks- Health insurance
- Paid time off
- Retirement plan
- Vision insurance
- Remote work from anywhere in Florida
- Opportunity to maintain and grow client relationships
- Compensation potential tied to portable book of business and overall contribution