Estate Planning Drafting & Signing Attorney

Job Description

Job Description

Attorney – Estate Planning & Elder Law
Drafting, Client Signings & Path to Client-Facing Associate Attorney

(Training Provided)

Job Summary & Position Overview

Role Description and Firm Background

We are seeking a licensed attorney to join our Estate Planning & Elder Law team in a drafting- and signing-focused role. Training is provided for candidates new to this practice area. This position is ideal for an attorney who values structure, mentorship, and meaningful client interaction.

This is a client-facing role. The attorney will draft documents, participate in estate plan signing meetings, and must be able to connect with and confidently guide clients through deeply personal decisions.

A primary component of this role includes working directly with and being mentored by the Firm's Founding Attorney. The role requires a minimum of one year of trust administration experience to support both planning and post-death administration matters.

About Safe Harbor Law Firm

Since 2017, Safe Harbor Law Firm has established itself as a premier estate planning and elder law firm serving Southwest Florida families, known for outstanding client service and expert legal advice.

Office Locations

This role is based primarily in our Naples office, with floating to our Bonita Springs office one to two days per week for client signing meetings and team collaboration.

Position Summary

This role supports the Firm's mission by drafting estate planning documents, participating in client signing meetings, and working within established systems to ensure clarity, accuracy, and an exceptional client experience.

Key Responsibilities

Primary Duties and Expectations

Estate Planning Drafting

• Draft wills, revocable trusts, irrevocable trusts, powers of attorney, health care documents using Firm-approved templates

• Prepare accurate drafts ready for internal attorney review and incorporate feedback efficiently

Client-Facing Signing Meetings

• Participate in and guide clients through signing meetings in a clear, professional manner

• Demonstrate empathy and emotional intelligence, especially with elderly clients and families

• Collaborate with paralegals to ensure meetings are organized and completed without delays

Mentorship & Founding Attorney Support

• Work directly with Founding Attorney to support and maintain existing client relationships

• Support estate planning and trust administration matters for continuity of care

• Assist with client follow-ups and learn the Firm's approach to service and communication

Workflow, Systems & Collaboration

• Follow Firm drafting SOPs, quality controls, and file-management standards

• Coordinate with paralegals and attorneys to manage workflow and deadlines efficiently

• Participate in Firm meetings, training sessions, and mentorship opportunities

Career Path & Professional Growth

Development Pathway to Associate Attorney

This position is structured as a training pathway toward becoming a client-facing Associate Attorney, focused on consulting with clients and designing comprehensive estate plans.

Phase 1: Drafting, Execution & Client Signings

Attorneys master estate planning document structure, execution standards through client meetings, and compassionate communication during emotionally significant moments.

Phase 2: Shadowing & Co-Consulting

Attorneys shadow consultations to learn client goal identification, participate in plan design discussions, and apply trust administration experience to understand family impact.

Phase 3: Client-Facing Associate Attorney

Based on demonstrated readiness, attorneys progress to leading consultation meetings, designing estate plans, guiding families with clarity and confidence, and collaborating with paralegals for execution.

Advancement is deliberate and earned based on competence, consistency, and client care—not tenure alone.

What This Role Is Not

This is not a litigation or high-pressure, sales-driven position. You will not be expected to generate business or advise independently before you are ready.