Job Description

Are you an experienced probate (3+ yrs) attorney with a passion for helping others, a natural leader, hungry for growth and learning, and a desire for a fulfilling career within a truly team-first environment? At Coastal Legacy Law, we're a rapidly growing and values-driven firm. It sounds cliché, but it's true. We're seeking a Probate Attorney to help establish our probate team and play a pivotal role in being part of our continued success.

We are not your average law firm, really, and we're not looking for an average attorney. We are building a legacy of exceptional client service and an incredible, supportive, and growth-oriented team. If you're driven, highly ethical, value work-life balance, and want to be part of a truly supportive and non-toxic team (feels like it's unheard of in the legal industry), we want you to apply! If this doesn't spark excitement in you, please keep applying to other job postings.

This is a pivotal role at our firm, reporting to both Irene de Jesus, firm owner and current lead attorney, and Silvana de Jesus, COO. You will play a crucial role in developing our probate department, as well as be a part of our Estate Planning team.

This role does require travel primarily within Volusia County, specifically between our offices in  DeLand and New Smyrna Beach . This is a  hybrid role , so there is the  opportunity to work from home  when there are no client appointments in the office if you desire. We work with our team members to provide a balance, as much as possible, between working from home and working from the office. This role also includes about  two to four evenings a month  to host workshops throughout Volusia County. While we do not work on weekends, some weekends are required for team-related events/activities, CLEs, conferences, etc.

If you are a driven, honest, and loyal attorney who thrives in a collaborative, supportive, and growth-oriented environment, and you're ready to make a significant impact on a growing firm while maintaining a healthy work-life balance, 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.

We ask that all candidates refrain from reaching out to our intake team, as it can create additional work on their end to sift through clients and potential clients, as well as redirect candidates to this posting. Please only each out through other professional/recruiting platforms if you must.

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Benefits:

• Performance-based / Goal-hitting based bonuses. Our bonus structure is tied to clear, achievable goals related to practice area growth, client satisfaction, and overall firm profitability, directly rewarding your contribution to our shared success.
• 4.5 weeks (23 days) of set paid days/holidays off + Flexible PTO (unlimited as long as not abused and approved). We protect our team and support taking breaks when needed.
• 401(k) matching after one year, up to 3%.
• Health Care Stipend: While we currently do not offer health insurance (as a firm with under 10 employees), our projection is to provide health insurance coverage for our team members early next year and currently offer a $400/month health care stipend.

Perks:

• Hybrid work model offering flexibility. We genuinely believe in work-life integration. Our hybrid model and flexible work schedules are designed to empower you to maintain your personal well-being and family commitments, ensuring you can show up as your best self for both work and life.
• No weekend work , with the exception of occasional team-building events, community outreach, firm retreats, or professional conferences (some travel may be required for the latter two).
• Attorney group coaching sessions
• Personal & professional workshops with travel included
• Symposiums and conferences for professional growth

Coastal Legacy Law is an Equal Opportunity Employer and values diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.  

$80,000 - $90,000 yearly

General:

• Build the Probate Department: Develop and lead the firm's Probate and potential Guardianship and Trust Administration practice area(s), leveraging your expertise to drive efficiency and innovation based on our core principles and approach to estate planning as a whole.
• Estate Planning: Provide legal counsel and services in estate planning, which will be a secondary but important responsibility.
• Relationship Building: Participate in networking events as well as establish and develop referral partners. Forge and nurture relationships with our referral partners, clients, and team members. This is a key part of our firm's growth.
• Community Engagement: Attend and present at workshops to connect with potential clients and expand our firm's reach. Lead client-generating workshops monthly (a mix of in-person and webinars) and consultation calls with an average conversion of 50% for events and 60% for calls.
• Process Creation: Design, implement, and optimize all probate processes and procedures to ensure efficiency and a seamless client experience.
• Team Building: Be responsible for hiring and onboarding a Probate/Guardianship or Probate/Elder Law Paralegal to support your growing department.
• Operational Excellence: Maintain high standards of ethical conduct, honesty, and loyalty. You must be able to adapt to and follow our firm's existing systems, especially with our technology stack.
• Metrics: Meet pre-set revenue metrics and goals monthly through estate planning sessions with clients, as well as probate and guardianship or trust administration cases, with an average engagement/close rate of 80% after the consultation.
• Stay on top of changes in Florida law and share critical information with the team.

Leadership & Team Development:

• Be responsible for hiring and onboarding a Probate/Guardianship Paralegal.
• Lead, mentor, and inspire the paralegal/team, fostering a collaborative and high-performance culture.
• Define, track, and analyze KPIs and metrics, holding the paralegal/team accountable for goals in a supportive and clear manner.
• Ensure the paralegal/team has the necessary support and resources, encouraging a culture where asking for help is a strength, not a weakness. Support and resources are also provided to you. You will also lead and engage in regular knowledge-sharing sessions, collaborative problem-solving on complex cases.
• Ensure follow-through on established firm processes and best practices.
• Engage in healthy conflict to solve real problems quickly, always with a goal to resolve issues constructively, balancing kindness, firmness, and clarity.
• Demonstrate a solution-oriented mindset.
• Maintain high standards of honesty and ethical conduct.

What You Bring:

• Active and good-standing Florida Bar license.
• 3+ years of demonstrable experience. Probate is a MUST. Experience in Guardianship, Trust Administration, and/or Elder Law is highly preferred.
• You're driven, take initiative, and have a growth mindset to apply this within a collaborative team.
• Exceptional integrity, honesty, and loyalty.
• 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

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