Associate Attorney - Estate Planning at Coastal Legacy Law

We're seeking an Estate Planning Associate Attorney to join our growing team. We are not your average law firm, and we're 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 are looking for an attorney to join our team to start handling foundational estate planning, including consultations, client education, document drafting, etc., while developing Elder Law, Special Needs Trust, Probate, Trust Administration, and Guardianship as your skills grow.

Success in this role blends legal acumen, empathy, a growth mindset, and curiosity-centered communication. You'll help clients understand why estate planning and elder law matters and guide them to take confident action that brings them peace of mind.

About Coastal Legacy Law

Coastal Legacy Law is a purpose-driven Estate Planning and Elder Law firm with offices in DeLand and New Smyrna Beach, FL. We help families protect their assets, avoid probate, and navigate the challenges of aging with dignity and clarity.

We aim to create a supportive environment where our team thrives so we can educate and protect our communities. We put our team first and have created a collaborative team culture where we support one another - regardless of your title.

If you're a compassionate, growth-minded attorney who wants to make a real impact, we'd love to meet you!

Why You’ll Love Working Here

• Supportive, Collaborative Culture: We work with each other, not for each other. No egos, no silos, just teamwork.
• Work-Life Integration: Hybrid flexibility, no regular weekends, flexible PTO, and occasional community events.
• Compensation: $80K–$90K base + bonuses based on performance
• Benefits: 401(k) with match after 1 year, monthly health care stipend (currently, we do not offer health benefits, but we have plans on bringing this in 2026), and continuing education support.
• Meaningful Work: Protect families, preserve legacies, and make a real impact in our community.
• Career Growth: Structured path toward Elder Law, Special Needs, and Probate specialization.

Location: This role requires travel between our offices in DeLand and New Smyrna Beach, as well as presenting at workshops and networking events throughout Volusia County.

How to Apply

1) Complete the application through Wizhire and upload your resume in a PDF format (Word format will not be read)

2) Complete the DISC assessment provided by Wizehire they will ask during your application process

3) Upload a 2-5 minute (max) video to the link below explaining:

• What makes you excited about working with us?
• Why are you the best candidate for this role?
• What benefits do you see in joining our team?
• What experience and perspectives do you bring?
• Anything else you believe is important for us to know?

***Applications will not be reviewed without the video submission. Please ensure clear video and audio.***

Upload Link: https://workdrive.zohoexternal.com/collection/bjicz5a70e72269644a5899a30cf9af91c799/external

$80,000 - $90,000 yearly + performance bonuses

• Conduct 1:1 estate planning consultations that educate and convert prospects into clients (target ≥ 80% conversion rate)
• Draft and review Wills, Trusts, POAs, Health Care Directives, and related documents
• Explain complex concepts in plain language and guide clients toward confident decisions
• Present at community workshops and networking events throughout Volusia County (target ≥ 50% conversion rate)
• Document client interactions with detailed notes in the CRM and communicate all updates with our team
• Collaborate with our team to ensure organized, high-quality execution
• Gradually expand into Elder Law, Medicaid Planning, Special Needs Trusts, Probate, and related areas

Required

• Juris Doctor (J.D.) from an accredited law school
• Active Florida Bar license
• Excellent communicator with a teacher’s mindset and empathetic approach
• Growth-oriented and eager to learn Elder Law and Special Needs Planning
• Take initiative in learning and developing firm processes and client systems, especially in new areas of expansion (Probate, Trust Admin, Guardianship)
• Confident in presenting at workshops with proven high conversions and networking
• Tech-savvy: proficient in Google Workspace, CRMs, document automation tools, Zoom, and legal tech platforms
• Strong accountability, initiative, and follow-through skills

Preferred

• Experience with Elder Law, Medicaid, or Special Needs Trusts
• Proficiency in WealthCounsel and ElderDocx
• Experience in Estate Planning, Elder Law, SNT, Trust Administration, Probate, or Guardianship

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!