Job Description

Are you an experienced Probate and Estate Planning Attorney ready to build a legacy?

Coastal Legacy Law is not your average law firm, and we are not looking for an average attorney. We are a close-knit team building a future based on heartfelt client service and an incredible, supportive, and growth-oriented culture. We believe in work-life integration and protecting our team from the burnout that is all too common in the legal industry.

If you are a driven, highly ethical, and enterprising attorney who wants to lead a department, make a significant impact, and thrive in a collaborative, non-toxic environment, we invite you to apply. This isn't just a job; it's an opportunity to be a pivotal part of our firm's continued success and help shape our future.

The Opportunity

As our Probate and Estate Planning Attorney, you will help us develop our probate department. This is a crucial leadership role where you will not only manage cases but also build and mentor a team, starting with hiring and onboarding a dedicated Probate Paralegal. You will be a cornerstone of our practice, driving growth while delivering the compassionate, client-centered service that defines us.

Why You'll Love Working at Coastal Legacy Law:

We are committed to creating a nurturing environment where every team member can flourish both professionally and personally.

• A Truly Supportive Culture: We are a team where no one is above anyone else. We genuinely care for one another and foster a spirit of camaraderie. You will work with us, not for us.
• Work-Life Integration: We believe in empowering you to maintain your personal well-being. This is a hybrid role with the flexibility to work from home when not meeting with clients. We offer flexible PTO and do not require weekend work, outside of occasional team events or conferences.
• Compensation and Benefits: We offer a competitive salary, performance-based bonuses tied to practice growth and client satisfaction, a 401(k) with matching opportunities, and a monthly health care stipend.
• Location: This role requires travel between our offices in DeLand and New Smyrna Beach .

If you are ready to build a fulfilling career, make a lasting impact on families in our community, and join a firm that truly values its people, we encourage you to apply.

To apply, complete the application here and upload your resume in a PDF format (Word format will not be read), including the DISC assessment, and upload a 2-5 minute (max) video to the link below explaining:

1) what makes you excited about working with us

2) why you're the best candidate for the job

3) what are the benefits of you joining our team

4) what you bring to the table in terms of experience

5) anything else you believe is important for us to know

***Your application will not proceed without this. Please make sure your video and audio are clear.***

Upload Link: 

$80,000 - $90,000 yearly

• Complete legal research and prepare motions, pleadings, and briefs
• Work closely with and provide leadership to administrative staff concerning client billing, client meetings and invoicing, as well as finalizing client projects
• Provide legal counsel to clients by analyzing their needs and determining a proper course of action
• Represent clients in court to argue motions during legal proceedings
• Determine case strategies and solutions to serve clients’ needs after analysis

Your Role Will Involve:

Practice & Department Leadership:

• Build the Probate Department: Develop and lead the firm's Probate practice area, with potential expansion into Guardianship and Trust Administration. You will leverage your expertise to drive efficiency and innovation, aligning all processes with our firm's core principles.
• Process Creation: Design, implement, and continually optimize all probate processes and procedures to ensure a seamless and compassionate client experience from start to finish.
• Operational Excellence: Master and ensure follow-through on our firm's established systems and best practices, especially our technology stack, to maintain the highest standards of quality and efficiency.
• Estate Planning: Provide expert legal counsel and services in estate planning, which will be a secondary but vital part of your responsibilities.

Leadership & Team Development:

• Team Building: Take full responsibility for hiring and onboarding a Probate/Guardianship or Probate/Elder Law Paralegal to support your growing department.
• Mentorship: Lead, mentor, and inspire your team, fostering a collaborative and high-performance culture where asking for help is a strength, not a weakness.
• Performance Management: Define, track, and analyze key performance indicators (KPIs), holding your team accountable for goals in a supportive, clear, and constructive manner.
• Knowledge Sharing: Lead and engage in regular knowledge-sharing sessions and collaborative problem-solving on complex cases to elevate the entire team's expertise.
• Conflict Resolution: Engage in healthy conflict to solve real problems quickly, always aiming to resolve issues constructively by balancing kindness, firmness, and clarity.

Firm Growth & Community Engagement:

• Relationship Building: Forge and nurture lasting relationships with referral partners, clients, and team members as a key driver of our firm's growth. This includes active participation in networking events.
• Community Engagement: Lead monthly client-generating workshops (a mix of in-person and webinars) to connect with potential clients and expand our firm's reach.
• Metrics-Driven Success: Meet and exceed pre-set monthly revenue goals through a combination of estate planning sessions and probate, guardianship, or trust administration cases, with a target client engagement/close rate of 80% after the initial consultation.

• Graduation from law school with Juris Doctorate (J.D.) degree and experience in representing clients for at least 2 years
• Public speaking, decision-making, communication, interpersonal, and problem-solving skills are necessary for this role
• Prior experience working in a law firm for a minimum of 1-2 years required
• Ability to use Microsoft Office is required
• Well-versed in legal research software (Westlaw/Lexis)

What You Bring:

• A Juris Doctor (J.D.) degree from an accredited law school and an active license to practice law in Florida .
• Demonstrated experience in Florida probate and estate planning.
• You're driven, take initiative, and have a growth mindset to apply this within a collaborative team.
• Exceptional integrity , honesty , and loyalty , with a client-first mentality.
• A collaborative spirit and the ability to thrive in a supportive team, where asking for help is a strength.
• Strong communication and interpersonal skills , capable of fostering healthy relationships with team members and engaging clients.
• Highly tech-savvy: Proficient with G-Suite, various CRMs, payment processing software, and Zoom, with the ability to self-troubleshoot technical issues. We are committed to leveraging modern legal technology to enhance our practice and client experience, and you will play a key role in ensuring our team effectively utilizes these tools and adopts new solutions, including as well as leveraging AI.
• Ability to learn quickly: You possess a strong aptitude for rapidly acquiring new knowledge and skills, essential for adapting to evolving legal landscapes and existing firm processes.

At Coastal Legacy Law , we’re a close-knit team dedicated to making a meaningful impact. If you’re looking to grow your career and work alongside supportive, down-to-earth colleagues. We are a team where no one is above anyone else, period. We genuinely care about our team members and foster a spirit of camaraderie. We are a firm where you with with us , not for us.

What Makes Us Different:

• A Truly Supportive Team : Every role matters here. We value everyone’s contributions and foster a collaborative, respectful environment. We genuinely care about our team members, supporting each other and ensuring a healthy, balanced work environment.
• Work That Matters : We help families protect their legacies and navigate life’s biggest transitions. It’s rewarding work, and you’ll see the difference you’re making every day.

If you’re looking for a place where your contributions are valued and your work makes a difference, Coastal Legacy Law is the place to build your career. We’d love to hear from you!

Compensation details: 80000-90000 Yearly Salary

PI07a3a0307263-30492-38447684

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