Estate Planning, Probate & Trust Attorney

Sherri M. Stinson, P.A.
Palm Harbor, FL Full Time
POSTED ON 3/26/2024 CLOSED ON 4/24/2024

Job Posting for Estate Planning, Probate & Trust Attorney at Sherri M. Stinson, P.A.

Sherri M. Stinson, P.A.

Our specialized, woman-owned law firm is seeking an estate planning who is passionate about helping individuals, families, and parents navigate life's various stages with ease. As a member of our team, you will work alongside an attorney who is dedicated to helping seniors with their estate planning, probate, trust, and elder law cases.

We understand that what we do can be overwhelming and intimidating, which is why we take pride in offering personalized and compassionate support to guide our clients through the process. Our firm is on a mission to help as many people as possible plan for the unexpected and avoid the chaos that can ensue without proper planning.

Working with us means that you will be making a positive difference in the lives of families in our community every day. You will help people as they make some of the most important decisions of their lives and ensure that their affairs are in order. As part of our growing and thriving firm, you will be on the ground floor of a dynamic and exciting work environment. We are passionate about our work and are dedicated to creating value for everyone we encounter, from our clients to our employees.

What's In This Position For You:

  • Work-life balance.
  • The ability to make a difference in the lives of our clients, who are predominantly seniors
  • We're committed to personal and professional growth for every employee. We believe in developing staff so that you can focus on career growth, not staying stagnant.
  • You will work in a culture whose core values include honesty, commitment, and creating value for everyone, including our team members.
  • Paid time off, a matching 401(k) plan, and paid holidays because we believe that taking care of our employees is the best way to take care of our clients.
Responsibilities

  • Must be good with people, especially seniors, and capable of consulting with clients with little or no supervision
  • Meet with clients and design estate plans
  • Analyze client needs and recommend appropriate services
  • Assign work to paralegals and legal assistants
  • Handle estate plan signing meetings
  • Manage files and work with paralegals or legal assistants to make sure work is completed in a timely manner
  • Maintain knowledge of estate planning techniques, probate rules, and statutes, including court local rules for different counties within Florida
  • Ability to make court appearances either virtually or in-person, as well as the ability to handle probate ex parte and motion calendar hearings
  • Tracking of billable hours
  • Management of case status and report to supervising attorney on a weekly basis
  • Regularly update clients on the status of the case
Qualifications

  • Minimum of 3-5 years of estate planning experience as an attorney; preference is given to those who have experience with taxable estates
  • You MUST love working with people, whether it is in-person, via Zoom, or the phone
  • Experience with Wealth Counsel or similar drafting software.
  • You must be tech-savvy and not intimidated by technology. You must be willing to learn what you do not know
  • Ability to manage multiple projects at once
Compensation
$80,000 - $110,000 yearly
About Sherri M. Stinson, P.A.

We are on a mission to help as many people as possible! We're a growing firm whose core values include honesty, commitment, and creating value for everyone, and we stand by these values in everything we do. We want our clients to feel heard and valued during every interaction with our firm, and our team members are the key to making that happen. When you come to work with us, you'll know that you matter and that you're making a difference in the world. Our "no jerks" policy ensures that every member of our team is treated with respect and dignity, and we're committed to personal and professional growth for every employee. We offer paid time off, a matching 401(k) plan, and paid holidays because we believe that taking care of our employees is the best way to take care of our clients. Join us in our mission to help as many people as possible and make a real difference for seniors in our community!

Estate Planning Legal Assistant
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Palm Harbor, FL
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