Associate Estate Planning Attorney

Overview

The Sheppard Law Firm | Fort Myers, Florida

Build a Career—Not Just a Job—in High-Level Estate and Tax Planning

The Sheppard Law Firm is seeking an Associate Estate Planning Attorney with 1–5 years of experience who is ambitious, intellectually curious, and committed to developing a long-term career in sophisticated estate and tax planning.

We are a boutique firm serving high-net-worth individuals, retirees and semi-retirees, and multi-generational families, with a strong emphasis on strategic planning, tax efficiency, and advanced wealth-transfer techniques. This is an exceptional opportunity for a motivated attorney who wants hands-on experience, direct client interaction, and mentorship in complex planning—not a document-processing role.

• Work directly with clients to design and implement customized estate, tax, and wealth-transfer plans
• Draft and review estate planning documents, including revocable trusts, irrevocable trusts, and advanced planning structures
• Learn and apply federal estate, gift, income, and generation-skipping transfer tax principles in real-world planning scenarios
• Collaborate closely with senior attorneys on sophisticated planning strategies for high-net-worth families
• Utilize and help optimize Hot Docs-style drafting systems (e.g., Wealth Docs) and other legal technology
• Leverage AI tools responsibly and effectively to improve efficiency, accuracy, and client service
• Communicate clearly and professionally with clients, advisors, and team members—both verbally and in writing

• Direct mentorship by Board Certified Attorneys and training in high-level estate and tax planning
• Meaningful client interaction from day one
• A collaborative, intellectually rigorous environment
• Opportunity to grow into a senior role within the firm over time
• A practice focused on strategy, not volume
• Commitment to professional development and mastery of the craft

• Competitive salary commensurate with experience
• Benefits package available
• Long-term growth and advancement opportunities for the right candidate

If you are an estate planning attorney who wants to deepen your expertise, work with sophisticated clients, and build a lasting career in a respected boutique practice, we encourage you to apply.

• 1–5 years of experience in estate planning, trust & estates, tax, or a related practice area
• Florida Bar member in good standing (or eligible for admission)
• Strong interest in tax law and advanced estate planning
• Technologically proficient, including:
  • Wealth Docs or similar automated drafting systems
  • Microsoft Office (Word, Outlook, Excel)
  • Comfort using and adapting to AI-assisted legal tools
• Excellent communicator with strong drafting skills and attention to detail
• Ambitious, self-motivated, and eager to learn
• Someone seeking a long-term professional home, not a short-term stop