Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Trusts, Estates, and Wealth Preservation Associate Attorney

Direct Counsel

Job Description

Job Description

Trusts, Estates, and Wealth Preservation Associate Attorney
Location: Naples, FL

Direct Counsel is seeking a Trusts, Estates, and Wealth Preservation Associate Attorney with 4+ years of experience to join a highly regarded full-service law firm in Naples, Florida. This is an opportunity to work in a sophisticated, nationally recognized practice, collaborating with seasoned attorneys while gaining substantial hands-on experience.

Responsibilities
  • Draft a broad range of estate planning documents, including wills, trust agreements, and related instruments .

  • Provide direct client counsel on trust structures, wealth transfer, and business succession strategies.

  • Advise fiduciaries on estate and trust administration .

  • Prepare and review federal estate, gift, and fiduciary income tax returns .

  • Conduct estate, trust, and tax-related research and writing .

  • Support litigation matters involving wills, trusts, and fiduciary administration .

  • Mentor and collaborate within a team-oriented environment , contributing to the practice’s growth and excellence.

Qualifications
  • Minimum 4 years of experience in trusts and estates; higher experience levels are valued.

  • Strong drafting and analytical skills, with the ability to produce concise, effective work product .

  • Excellent interpersonal skills and client-facing experience .

  • Licensed to practice law and in good standing with the Florida Bar .

This role offers an environment that emphasizes mentorship, collaboration, and professional advancement , within a nationally ranked Tier 1 Trusts, Estates, and Wealth Preservation practice.

Vacancy posted 8 days ago
Similar jobs that could be interesting for youBased on the Trusts, Estates, and Wealth Preservation Associate Attorney in Naples, FL vacancy
  •  ...serves a vibrant community with significant wealth and retirement activity, offering attorneys the opportunity to work on complex, high-quality...  ...to help continue growing a thriving Trusts, Estates, and Wealth Preservation practice while working alongside experienced... 
    Suggested
    Work at office

    CyberCoders

    Naples, FL
    5 days ago
  •  ...We are currently partnered with a leading national law firm seeking an experienced Trusts, Estates & Wealth Preservation attorney to join its established private wealth practice. This is a growth‑driven opportunity within a sophisticated group that advises high‑net‑worth... 
    Suggested
    Full time
    Part time
    Private practice
    Remote work

    Larson Maddox

    Naples, FL
    3 days ago
  • $75 - $95 per hour

     ...well-established and highly respected trust and estates law practice in Southwest Florida...  ...planning, trust administration, and wealth preservation solutions to individuals, families, and...  ...seeking an experienced Trust & Estate Attorney with at least five years of relevant... 
    Suggested
    Hourly pay
    Permanent employment
    Contract work
    Work at office

    Elevate Legal Talent

    Naples, FL
    13 hours ago
  •  ...Description Job Description Nationwide, multidisciplinary AmLaw 200 firm is seeking a talented Senior Associate Attorney to join their esteemed Trust, Estate & Wealth Preservation group. The firm offers a supportive and inclusive work environment with the opportunity to work... 
    Suggested
    Full time
    Work at office

    Denovo Review

    Naples, FL
    14 days ago
  •  ...service law firm of more than 300 attorneys with 14 offices that are...  ...attorneys - at the Senior Associate, Senior Counsel or Member (Partner...  ...of attorneys - to join its Trust & Estate Practice in the Naples, FL...  ...from individuals of modest wealth to those of significant... 
    Suggested
    Work at office
    Local area

    American Health Law Association

    Naples, FL
    1 day ago
  • Trust and Estate Senior Counsel or Member Bond, Schoeneck & King PLLC, a full-service law firm of more than 300 attorneys with 15 offices that are located across New York State, as well as in...  ...clients range from individuals of modest wealth to those of significant wealth,... 
    Work at office

    Bond, Schoeneck & King, PLLC

    Naples, FL
    4 days ago
  • $215k - $310k

     ...Senior Private Client Advocate | Trusts & Estates Associate Practice Area: Sophisticated Wealth Management, Generational...  ...sophisticated platform for an attorney looking to manage complex domestic...  ...a primary architect of wealth preservation strategies, providing nuanced... 
    Full time
    Private practice
    Work at office

    Percy Towers

    Naples, FL
    27 days ago
  •  ...Job Description Job Description Porzio, Bromberg & Newman, P.C. is seeking a full-time Associate to join our expanding Tax, Trusts & Estates / Wealth Preservation practice . We represent families and business owners with complex planning needs and provide comprehensive... 
    Full time
    Temporary work
    Work at office

    Porzio Bromberg & Newman

    Naples, FL
    19 days ago
  •  ...the future. Their commitment to preserving wealth and providing for loved ones across...  ...applications from accomplished estate planning and estate administration attorneys who hold a Florida Bar license (...  .... Practice Areas Wills & Trusts Family Partnerships... 
    Work at office

    Monzingo | Legal

    Naples, FL
    18 days ago
  • Wealth Management AssociateWealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor...  ...with clients, individuals in this role build trusted relationships. Leading with a client first mindset,... 
    Work experience placement
    Local area

    Morgan Stanley

    Naples, FL
    8 hours ago
  •  ...Job Description Job Description High experience attorney, over 3 years experience. Probate pleadings, federal estate tax returns, trust and/or estate accountings and funding calculations. Competitive salaries, bonus and great benefits to employees including... 

    Now Hiring You, LLC

    Naples, FL
    11 days ago
  •  ...Wealth Management Associate Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private...  ...interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a... 
    Work experience placement
    Local area

    Morgan Stanley

    Naples, FL
    1 day ago
  • $200k - $300k

     ...Join one of the largest trusts and estates practices in the United States! This Jobot Job is hosted by: Colleen Gormley Are you a fit...  ...A bit about us: Our client seeks a Charitable Planning Attorney to join their CT or FL offices. This is an exceptional opportunity... 
    Permanent employment
    Work at office
    Local area
    Flexible hours

    Jobot

    Naples, FL
    4 days ago
  •  ...opportunity to be a key member of Bessemer Trust’s business development team. In this role...  ...net worth clients in partnership with Wealth Advisor and Senior Wealth Advisor professionals...  ...your assigned geographical region. The Associate Wealth Advisor will be critical to... 
    Temporary work
    Work at office
    Remote work

    Bessemer Trust

    Naples, FL
    6 days ago
  • $100k - $150k

    Experienced Land Surveyor Wanted: Lead Survey Operations, Manage Projects, and Grow with a Leading Firm. Competitive Salary & Benefits! This Jobot Job is hosted by: Eric Kee Are you a fit? Easy Apply now by clicking the Apply button and sending us your resume. ...
    Full time
    Local area
    Monday to Friday

    Jobot

    Naples, FL
    2 days ago
  • $140k

     ...Wicker Smith O’Hara McCoy & Ford, P.A is seeking a motivated Attorney with 3 to 10 years of experience to join our dynamic litigation...  ...Ford P.A. ****@*****.*** Seniority level Seniority level Associate Employment type Employment type Full-time Job function Job... 
    Full time
    Work at office

    Wicker Smith

    Naples, FL
    3 days ago
  •  ...As a national defense firm, we’re seeking passionate Florida‑licensed attorneys with experience in General Liability defense to join our team. This is an excellent opportunity for individuals with 3‑5 years of experience who specialize in defending against all types of... 
    Interim role

    Quintairos, Prieto, Wood, & Boyer, P.A.

    Naples, FL
    2 days ago
  •  ...We are seeking a motivated associate attorney to join our eight-person team. This is a litigation-focused role in which you will handle your own caseload of low- to moderate-complexity family law matters with the significant and ongoing support of all firm attorneys,... 

    NACBA

    Naples, FL
    4 days ago
  • $130k - $170k

     ...Growth and professional development!! Job Details We are looking for an experienced Tax Manager with a background in the Real Estate industry to join our vibrant team. This key role focuses on building client relationships, overseeing technical tax compliance and... 
    Local area
    Remote work
    Home office
    Flexible hours

    Jobot

    Naples, FL
    13 hours ago
  •  ...Job Opportunity At Merrill Wealth Management Merrill Wealth Management is a leading provider...  ...Advisors and Wealth Management Client Associates help clients pursue the life they...  ...team committed to their needs. We believe trust comes from transparency. Our trusted advisory... 
    Internship
    Work at office
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Naples, FL
    3 days ago
  •  ...OverviewWe are seeking an experienced Real Estate Attorney with 5+ years of focused experience in...  ...matters, condominium and homeowners' association issues, and risk mitigation strategies....  ...groups (Litigation, Corporate, Trusts & Estates) on interdisciplinary matters... 
    Full time
    Work at office

    CyberCoders

    Naples, FL
    5 days ago
  •  ...A leading private wealth management firm is seeking an Associate Wealth Advisor to support the development of new relationships with ultra-high-net-worth individuals and families. This is a business development role focused on sourcing and cultivating prospective clients... 
    Work at office

    Leeds Professional Resources

    Naples, FL
    1 day ago
  • $140k - $160k

     ...variety of services including Real Estate, Litigation and Estate...  ...experience, and to build and maintain trust between our clients and us....  ...Real Estate Transactional Attorney to join our established Real...  ...condominium and homeowners' associations, and individual purchasers... 
    Contract work
    Work at office
    Local area

    Jobot

    Naples, FL
    2 days ago
  • $140k - $160k

     ...$160,000 per year Best Bonus Program For Attorneys | 401K | Health Benefits | Hybrid/Remote...  ...wide variety of services including Real Estate, Litigation and Estate Planning. We hold...  ...profession and aim to build and maintain trust between our clients and us. Why join us?... 
    Work at office
    Local area
    Remote work

    Jobot

    Naples, FL
    13 hours ago
  •  ...Kelleher + Holland, LLC ("KH") is seeking a Florida‑licensed attorney who resides in Florida to join our Naples, Florida office...  ...Both In The Office, In Client Meetings, And In Court. Estate Planning and Trust Administration Corporate, Business Transactions, and Mergers... 
    Full time
    Work at office
    Remote work

    Kelleher + Holland, LLC

    Naples, FL
    13 hours ago
  •  ...We are partnering with a Naples, Florida law firm to add an attorney to their commercial litigation team. If you have 4 or more years...  ...trial, contact us as soon as possible to hear more about this Associate Attorney position. Court room experience and a Florida Bar... 
    Casual work
    Immediate start
    Relocation package

    Monzingo | Legal

    Naples, FL
    3 days ago
  •  ...The Associate Client Advisor role is an exciting opportunity to join...  ...services to individuals, families, trusts and foundations. Duties...  ...financial planning, and trust and estates publications. Attend...  ...preferred (specifically within Wealth Management a plus). Working knowledge... 
    Temporary work
    Work at office
    Remote work

    Bessemer Trust

    Naples, FL
    2 days ago
  •  ...OverviewWe are seeking a mid-level Litigation Attorney with 5+ years of experience in...  ...contract actions, shareholder disputes, real estate litigation, and other commercial matters...  ....Collaborate closely with partners and associates to develop case strategies and provide practical... 
    Full time
    Contract work
    Work at office
    Local area

    CyberCoders

    Naples, FL
    5 days ago
  •  ...finding or suggesting products. Ensures customer requests and special orders are fulfilled. LEADERSHIP: 20% – Promotes trust and respect among associates by collaborating, promoting teamwork, and communicating company, department, and job specific information. Breaks... 
    Work at office
    Local area
    Shift work

    The Winn-Dixie Company

    Naples, FL
    3 days ago
  •  ...products. Ensures customer requests and special orders are fulfilled. Responsibilities Breakdown 60% Leadership Promotes trust and respect among associates by collaborating, promoting teamwork, and communicating company, department, and job specific information. Adheres to... 
    Work at office
    Local area
    Shift work
    Night shift

    The Winn-Dixie Company

    Naples, FL
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Trusts, Estates, and Wealth Preservation Associate Attorney. Be the first to apply!