Job Description

Are you an experienced attorney with a passion for estate planning and probate, a natural leader, 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 Lead Attorney to guide our legal 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, enterprising in spirit, highly ethical, and deeply value work-life balance within a non-toxic culture, we want you to apply. If this doesn't spark excitement in you, please keep applying to other job postings.

This is a pivotal leadership role at our firm, reporting to both Irene de Jesus, firm owner and current lead attorney, and Silvana de Jesus, COO. The role as Lead Attorney will slowly shift from Irene to you with a full transition in 1-2 years. As the Lead Attorney, you will be part of the leadership team alongside the Client Relations Director and Marketing Director and will be integral to our revenue generation strategy. You will lead our small but growing legal team and play a crucial role in developing our probate department, as well as potentially our guardianship and trust admin department(s).

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. Travel may be required for out-of-state conferences.

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) your experience (and passion) in Estate Planning, Probate, and potentially Guardianship 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.
• 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.
• Flexible PTO (unlimited as long as not abused and approved). We protect our team and support taking breaks when needed.
• 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).
• 401(k) matching opportunities after one year.
• 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 $300/month health care stipend.

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.

Compensation:

$120,000 per year

Responsibilities:

Revenue Generation & Business Development:

• Actively collaborate in client acquisition strategies with the leadership team and oversee this with the legal team.
• Contribute to the firm's strategic growth, identifying opportunities and collaborating with leadership on business development initiatives.
• Participate in networking events as well as establish and develop referral partners.
• Lead client-generating events monthly (a mix of in-person and webinars) and consultation calls with an average conversion of 50% for events and 60% for calls.
• 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%.

Legal Expertise & Strategy:

• Learn and lead the firm's Estate Planning practice; training will be provided and required for our method of practicing estate planning.
• Develop and lead the firm's Probate and potential Guardianship and Trust Administration practice area(s), being an integral part of optimizing processes and driving strategic growth. You will help shape processes and strategies for these practice areas, leveraging your expertise to drive efficiency and innovation based on our core principles and approach to estate planning as a whole.
• Stay on top of changes in Florida law and share critical information with the team.

Leadership & Team Development:

• Lead, mentor, and inspire our legal team, fostering a collaborative and high-performance culture.
• Define, track, and analyze KPIs and metrics, holding the team accountable for goals in a supportive and clear manner.
• Be responsible for hiring and onboarding a Probate/Guardianship Paralegal.
• Ensure the 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.

Qualifications:

What You Bring:

• Active and good-standing Florida Bar license.
• 5+ years of demonstrable experience in Estate Planning and Probate is a MUST. Experience in Guardianship, Trust Administration, and/or Elder Law is highly preferred.
• Proven leadership experience with a strong desire to lead and develop a legal team.
• An enterprising spirit at your core - 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.

About Company

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!

#WHLAW2

Compensation details: 120000-120000 Yearly Salary

PI07182d6c29d4-37638-38214507

Job Tags

Work at office, Work from home, Flexible hours, Shift work, Afternoon shift,

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