The Senior Attorney is a full-time in-office position responsible for providing exceptional legal services while serving as a legal leader within the Firm. In addition to managing a caseload involving estate planning, probate, trust administration, and related matters, the Senior Attorney serves as a Managing Attorney providing guidance and mentorship to attorneys and legal staff, promotes consistency in legal work product, supports operational excellence, and helps ensure the Firm maintains the highest standards of client service and legal quality.

The Senior Attorney exercises sound legal judgment, demonstrates professionalism and integrity, supports the development of the legal team, and collaborates with leadership to improve legal operations, client experience, and departmental performance.

• Advise clients on estate planning strategies, including wills, trusts, incapacity planning, asset protection, and legacy preservation

• Develop and execute customized estate plans tailored to individual client needs

• Draft, review, and oversee estate planning documents such as wills, revocable and irrevocable trusts, powers of attorney, and advance directives

• Handle probate and trust administration matters from opening through closing

• Prepare and file probate pleadings, inventories, accountings, and court documents

• Counsel personal representatives, trustees, and beneficiaries regarding fiduciary duties and compliance

• Represent clients in probate court proceedings and hearings as needed

• Prepare for and lead client meetings, including consultations, review meetings, and signing sessions (in-office and occasional off-site)

• Respond to trust funding, probate, and estate planning follow-up questions

• Provide guidance and oversight to paralegals and legal assistants to ensure accuracy and compliance

• Participate in new and existing client consultations with a focus on strong engagement and retention

• Collaborate with attorneys, paralegals, administrative staff, and management to ensure timely case progression

• Maintain accurate and organized case notes and client records using legal practice management and CRM systems

• Perform administrative follow-up tasks and ensure proper client file documentation

• Communicate clearly, professionally, and compassionately with clients throughout the legal process

• Ensure compliance with Florida law, court rules, and firm procedures

• Juris Doctor (JD) from an accredited law school

• Active member in good standing with the Florida Bar

• 3+ years of experience practicing estate planning and probate law

• Strong drafting, legal research, and analytical skills

• Knowledge of Florida probate rules and estate planning statutes

• Experience with trust administration and probate court procedures

• Excellent written and verbal communication skills

• Strong organizational, time-management, and attention-to-detail abilities

• Ability to independently manage client matters, deadlines, and sensitive issues with empathy and discretion

• Client-focused mindset with strong engagement and retention skills

• Familiarity with legal practice management software (Clio, Lawmatics, or similar) preferred

• Ability to work independently and as part of a collaborative legal team

The Siegel Law Group is a well-established estate planning and probate law firm based in Boca Raton, Florida, serving clients throughout the state. Our practice focuses on probate and trust administration, wills and trusts, asset protection planning, Medicaid planning, long-term care planning, and elder law.