Associate Attorney, Estate Planning, Tax, and Probate

About this role

Associate Attorney, Estate Planning, Tax, and Probate
Trudeau Kane, PLLC
Ponte Vedra Beach, Florida | Full-Time | In-Office
Join a sophisticated estate planning, tax, and private client practice built on established relationships, high-level legal work, and a strong foundation of client trust.
Trudeau Kane, PLLC is seeking a full-time Associate Attorney with 3+ years of experience in estate planning, probate, trust administration, tax planning, or related private client work. This opportunity is ideal for an attorney who wants meaningful client contact, direct access to experienced mentors, and exposure to advanced estate, tax, business succession, asset protection, and wealth planning matters.
The firm is newly formed, but the practice is not new. Trudeau Kane is a boutique law firm focused on estate planning, estate and trust administration, taxation, and business planning, built by 2 established, board-certified attorneys with long-standing client relationships and deep roots in the Northeast Florida estate planning and tax community. The firm’s attorneys serve as trusted advisors to high-net-worth families and business owners, pairing deep technical expertise with a practical, solutions-oriented approach to deliver sophisticated, tailored counsel that preserves wealth and supports legacy goals. For the right attorney, this is a rare opportunity to join a focused practice at the beginning of its next chapter while stepping into a stable, substantive, and well-developed client service environment.
About the Role
You will support high-net-worth individuals, business owners, executives, entrepreneurs, families, fiduciaries, and charitable organizations with estate planning, probate and trust administration, tax-related planning, business succession, asset protection, charitable giving, and related private client matters.
The strongest candidate will bring sound judgment, strong drafting ability, excellent communication skills, and a sincere interest in serving clients with professionalism, discretion, and care.
Key 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 required
Active member of The Florida Bar in good standing required
3+ years of estate planning, probate, trust administration, tax planning, or related private client experience required
LL.M. in Taxation or Estate Planning strongly preferred
Experience serving high-net-worth individuals, business owners, executives, entrepreneurs, or closely held business clients preferred
Strong understanding of estate planning, probate, trust administration, asset protection, and tax-sensitive planning
Experience with federal estate and gift tax returns preferred
Familiarity with business entity formation, charitable giving, and succession planning preferred
Exceptional written and verbal communication skills
Strong drafting, analytical, organizational, and follow-through skills
Professional maturity, sound judgment, discretion, and a client-first mindset
Portable book of business welcomed, but not required
Benefits
Why This Opportunity Stands Out
Work directly with 2 highly credentialed, board-certified attorneys in a sophisticated private client practice
Serve a high-net-worth client base with meaningful estate, tax, business, and wealth planning needs
Gain exposure to advanced planning strategies in a focused boutique environment
Join a newly formed firm with established leadership, existing client relationships, and a clear long-term direction
Step into a role with meaningful responsibility, client contact, mentorship, and growth potential
Work in-office alongside the firm’s founding attorneys in Ponte Vedra Beach
No billable hour requirement
Compensation and Benefits
Base salary of $120,000 to $150,000, commensurate with experience
Productivity-based bonus that can be a significant and meaningful portion of total compensation
No origination requirement; origination and business development are recognized in compensation
401(k)
Health/Dental/Vision for employee
Life insurance
Paid time off
Paid holidays
CLE and professional development support
Reimbursement for bar dues and/or section memberships
How to Apply
Please submit your resume for confidential consideration. A cover letter is not required with your initial application. If selected for an interview, the firm will request a brief cover letter so you can share more about your interest in the position and how your experience aligns with the role.
We will contact candidates who best meet the criteria for the position. All applications will be handled with discretion.