Overview
Estate Planning Drafting Signing Attorney Jobs in Naples, USA at Safe Harbor Law Firm
Benefits
- 401(k)
- 401(k) matching
- Bonus based on performance
- Company parties
- Competitive salary
- Dental insurance
- Health insurance
- Opportunity for advancement
- Paid time off
Job Summary
Since 2017, Safe Harbor Law Firm has established itself as a premier estate planning and elder law firm serving Southwest Florida families. Our reputation is built on referral relationships, outstanding client service, expert legal advice, and clear solutions that protect our clients’ legacies. Our mission is to educate and assist clients to protect their assets and put their estate plan in place—empowering families for generations.
We are seeking a licensed attorney to join our Estate Planning & Elder Law team in a drafting- and signing-focused role, with training provided for candidates who may be new to this practice area. This position is ideal for an attorney who values structure, mentorship, and meaningful client interaction—and who wants to deliberately build toward a long-term, client-facing estate planning career.
This is a client-facing role. In addition to drafting, the attorney will participate in estate plan signing meetings and must be able to connect with, empathize with, and confidently guide clients through deeply personal and often emotional decisions.
This role is based primarily in our Naples office, with the expectation of floating to our Bonita Springs office one to two days per week to support client signing meetings and team collaboration. The commute between offices is approximately 15 minutes.
Position Summary
This role supports the Firm’s mission by drafting estate planning documents, participating in client signing meetings, and working within established systems and processes to ensure clarity, accuracy, and an exceptional client experience.
Attorneys in this position work closely with experienced estate planning attorneys, drafting & signing paralegals, and the client services team to develop strong technical skills, execution standards, and client communication practices.
Key Responsibilities
- Estate Planning Drafting:
Draft wills, revocable trusts, irrevocable trusts, powers of attorney, health care documents, and deeds using Firm-approved templates and drafting systems - Prepare drafts that are accurate, complete, and ready for internal attorney review
- Incorporate feedback efficiently and move documents toward finalization
- Client-Facing Signing Meetings:
Participate in estate planning signing meetings, including will plan signings, revocable trust signings, and irrevocable trust signings - Guide clients through the signing process in a clear, calm, and professional manner
- Answer client questions related to document execution within scope and level of training
- Demonstrate empathy, patience, and emotional intelligence, particularly when working with elderly clients or families navigating sensitive life transitions
- Collaborate with paralegals and staff to ensure signing meetings are organized, accurate, and completed without delays
- Attend signing meetings in both the Naples and Bonita Springs offices as scheduled
- Workflow, Systems &
Collaboration:
Work within Firm drafting SOPs, quality controls, and file-management standards
- Coordinate with paralegals and attorneys to manage workflow and deadlines efficiently
- Participate in required Firm meetings, training sessions, and mentorship opportunities
- Provide timely status updates and demonstrate accountability for assigned matters
Career Path & Professional Growth
This position is intentionally structured as a training and development pathway toward becoming a client-facing Associate Attorney at Safe Harbor Law Firm, focused on consulting with clients and designing comprehensive estate plans.
Phase 1:
Drafting, Execution & Client Signings (Foundational Stage)
- Attorneys begin by mastering:
Estate planning document structure and drafting, including wills, revocable trusts, irrevocable trusts, powers of attorney, health care documents, and deeds - Execution standards and best practices through active participation in client signing meetings
- Clear, compassionate communication with clients during emotionally significant moments
- This phase ensures attorneys fully understand how estate…
Title: Estate Planning Drafting Signing Attorney
Company: Safe Harbor Law Firm
Location: Naples, USA
Category:
