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Estate Planning Partner (Remote, Florida)

Role overview

Qualifications

  • Active Florida Bar license in good standing.
  • 2+ years of estate planning experience.
  • Established, portable book of business of $350,000+.
  • Strong background in estate planning, wills, trusts, and client counseling.

Responsibilities

  • Lead estate planning matters and provide personalized legal guidance.
  • Draft and advise on wills, trusts, and comprehensive estate planning strategies.
  • Manage and grow existing client relationships while identifying expansion opportunities.
  • Collaborate with fellow attorneys on complex legal matters and contribute to strategic growth.

Key facts

Hard skills

Other skills

  • Entrepreneurship
  • Communication
  • Relationship Building
  • Problem Solving

About the company

Orion Placement logo

Orion Placement

Staffing & Recruiting

Unknown

Company details

IndustryStaffing & Recruiting
Company size11 - 50

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Job description

Pay: $150,000.00 - $750,000.00 per year

Why This Is a Great Opportunity

  • Take your estate planning career to the next level with a partner-level opportunity that recognizes the value of your expertise and client relationships.
  • Enjoy the freedom of working remotely anywhere in Florida while continuing to grow your practice.
  • Bring your established book of business and play a meaningful role in shaping the future of our estate planning practice.
  • Join a team that values entrepreneurial thinking, exceptional legal work, and long-term client relationships.
  • Build on your success with compensation potential that grows alongside the business you bring and develop.

Location

Remote – Florida Statewide. Enjoy the flexibility to work from anywhere in Florida while serving clients and expanding your practice with our team.

Note

Candidates must have an active Florida Bar license, 2+ years of estate planning experience, and a portable book of business valued at $350,000+. This is a partner-level opportunity designed for attorneys with an established client base and an entrepreneurial mindset.

About Us

We are a Florida law firm committed to delivering sophisticated, practical, and personalized legal services. We believe in empowering talented attorneys, building lasting client relationships, and creating an environment where professionals can grow and succeed. Our approach combines high-quality legal representation with a collaborative, forward-thinking culture.

Confidential Employer.

Job Description

  • 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 your existing client relationships while identifying opportunities to expand your practice.
  • Develop thoughtful legal solutions that help clients protect their 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 our estate planning practice.
  • Deliver exceptional client service while maintaining a high standard of legal excellence.

Qualifications

  • Active Florida Bar license in good standing.
  • 2+ years of estate planning experience.
  • Established, portable book of business of $350,000+.
  • Strong background in estate planning, wills, trusts, and client counseling.
  • Entrepreneurial mindset with the ability to develop and maintain client relationships.
  • Excellent communication, relationship-building, and problem-solving skills.
  • Attorneys from established firms, boutique practices, and solo practices are encouraged to apply.

Why You Will Love Working Here

We believe successful attorneys deserve the opportunity to build something meaningful. You'll enjoy the flexibility of remote work, the ability to maintain and grow your client relationships, and the opportunity to make a lasting impact on our practice.

We value initiative, collaboration, and the drive to succeed. This is an opportunity to bring your experience and business to a team that appreciates both.

Estimated annual total compensation potential ranges from $150,000 to $750,000, with the actual compensation structure negotiated based on your portable book of business and overall contribution.

JPC-2522

Benefits:

  • Health insurance
  • Paid time off
  • Retirement plan
  • Vision insurance

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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