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MLG

Estate Planning Contract Attorney

MLG

Estate Planning Attorney supporting complex estate planning and probate matters while working remotely in Florida. Required to have experience with high-net-worth clients and complex estates.

Posted 7/15/2026contractRemote • Florida • 🇺🇸 United StatesMid-LevelSenior💰 $45 - $150 per hourWebsite

Core Competencies

Role fit
Core Competencies

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Demonstrates expertise in estate planning, including drafting complex legal documents and advising high-net-worth clients on tax-efficient strategies and asset protection. Proficient in collaborating with allied professionals to deliver comprehensive estate plans while maintaining sound judgment and discretion.

Highest-signal resume keywords
Active Florida Bar License3+ Years Estate Planning ExperienceLL.M. in Estate Planning or TaxationStrong Drafting SkillsProficiency with Clio or LexisNexis

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Drafting WillsRevocable TrustsIrrevocable TrustsTax-Efficient TransfersAsset Protection StrategiesBusiness Succession PlanningFederal Estate Tax ConsiderationsCreditor ProtectionTitling of AssetsReviewing Estate Plans
Soft Skills
Excellent CommunicationOrganizationFollow-ThroughSound JudgmentDiscretion
Tools & Technologies
ClioLexisNexis
Certifications & Qualifications
Active Florida Bar LicenseLL.M. in Estate Planning or Taxation
Industry Keywords
High-Net-Worth ClientsComplex EstatesEstate PlanningTax-Driven StrategiesAdvanced Directives

About the role

Key responsibilities & impact
  • Draft core planning documents: Prepare wills, revocable and irrevocable trusts, dynasty trusts, special needs trusts, pour‑over wills, powers of attorney, health care surrogate designations, living wills, and other advanced directives.
  • Design and implement planning strategies: Structure estate plans for high‑net‑worth clients, including tax‑efficient transfers, asset protection strategies, and business succession planning.
  • Advise on tax and asset protection issues: Counsel clients on federal estate and gift tax considerations, Florida homestead issues, creditor protection, and titling of assets.
  • Coordinate with allied professionals: Collaborate with financial advisors, family offices, CPAs, insurance professionals, and internal staff to ensure cohesive, well‑executed planning.
  • Review and update existing plans: Analyze prior estate plans, identify gaps or risks, and recommend updates aligned with client goals and current law.
  • Client counseling and education: Explain complex concepts in clear, practical terms and guide clients through emotionally sensitive planning decisions.

Requirements

What you’ll need
  • Active Florida Bar license in good standing
  • 3+ years of experience in estate planning
  • LL.M. in Estate Planning or Taxation
  • Ability to travel within common practice areas - Broward, Palm Beach, Miami-Dade counties
  • Demonstrated experience handling high‑net‑worth clients and complex estates
  • Strong drafting skills and comfort handling planning and probate documents independently
  • Excellent communication, organization, and follow‑through
  • Ability to work remotely with consistent responsiveness and professionalism
  • Sound judgment and discretion in sensitive or high‑value matters
  • Preferred Experience with complex estate plans, tax‑driven strategies
  • Proficiency with Clio, LexisNexis, or similar platforms

Benefits

Comp & perks
  • Work from anywhere in Florida with flexible scheduling
  • Opportunity to support meaningful estate planning
  • Collaborative team environment with clear expectations and strong systems
  • Exposure to high‑value estates and complex planning strategies