Associate Attorney, Estate Planning, Tax, and Probate

Responsibilities

• Serve as a trusted advisor to clients in estate planning, probate, trust administration, and related planning matters
• Draft, revise, and finalize wills, revocable trusts, irrevocable trusts, powers of attorney, health care directives, and related estate planning documents
• Assist with wealth transfer, asset protection, charitable planning, business succession, and tax-sensitive planning strategies
• Support probate and trust administration matters, including fiduciary guidance, beneficiary communication, filings, deadlines, and administration strategy
• Participate in client consultations and help translate complex legal and tax concepts into clear, practical guidance
• Support planning for business owners, closely held businesses, family entities, high-net-worth individuals, and charitable organizations
• Collaborate with attorneys and support staff to deliver accurate, responsive, and high-quality client service
• Represent clients in probate court and related proceedings when necessary
• Contribute to firm growth through strong client service, professional relationships, and business development efforts

Requirements

• Juris Doctor from an accredited law school
• Active member of The Florida Bar in good standing
• 3+ years of estate planning, probate, trust administration, tax planning, or related private client experience
• Strong understanding of estate planning, probate, trust administration, asset protection, and tax-sensitive planning
• Exceptional written and verbal communication skills
• Strong drafting, analytical, organizational, and follow-through skills
• Professional maturity, sound judgment, discretion, and a client-first mindset

Preferred Qualifications

• LL.M. in Taxation or Estate Planning
• Experience serving high-net-worth individuals, business owners, executives, entrepreneurs, or closely held business clients
• Experience with federal estate and gift tax returns
• Familiarity with business entity formation, charitable giving, and succession planning
• Portable book of business

Benefits

• Base salary of $120,000 to $150,000
• Productivity-based bonus
• 401(k)
• Health/Dental/Vision for employee
• Life insurance
• Paid time off and paid holidays
• CLE and professional development support
• Reimbursement for bar dues and/or section memberships
• No billable hour requirement

About the Company

Trudeau Kane, PLLC is a boutique law firm focused on estate planning, estate and trust administration, taxation, and business planning, built by two established, board-certified attorneys with deep roots in the Northeast Florida estate planning and tax community.