Job Description:
• Client Consultation & Strategic Planning: Conduct virtual consultations to assess client needs and develop tailored estate planning strategies.
• Drafting & Review: Prepare, review, and finalize estate planning documents, including revocable trusts, irrevocable trusts, wills, powers of attorney, and other legal instruments.
• Tax Planning & Probate Guidance: Advise clients on estate and gift tax planning, asset protection, and probate matters where applicable.
• Compliance & Continuing Education: Stay up-to-date on federal and state estate planning laws, tax codes, and probate regulations to ensure best practices.
• Client Education & Engagement: Clearly explain estate planning concepts and legal options to clients, fostering trust and confidence throughout the process.
• Team Collaboration: Work with an experienced remote team of attorneys, paralegals, and client service specialists to deliver outstanding service.
Requirements:
• Licensed Attorney : Active and in good standing in at least one U.S. state.
• Estate Planning Expertise : Minimum of 3 years of experience in estate planning , trust drafting , and probate law (5+ years preferred).
• Client-Focused Sales Ability : Skilled at presenting and explaining complex legal strategies in a client-friendly and persuasive manner.
• Technical Proficiency : Experience with estate planning software (e.g., WealthCounsel, ElderDocx, or similar platforms) is preferred.
• Exceptional Communication Skills : Outstanding verbal and written communication skills to build rapport and guide clients confidently.
• Flexible Availability : Willingness to accommodate client scheduling needs, including occasional evenings and weekends.
Benefits:
• Competitive Compensation: Based on experience and expertise. Please include your total hourly compensation expectations with your application.
• Fully Remote & Flexible Work Environment: Work from anywhere in the U.S., with the ability to manage your own schedule.
• Professional Development Opportunities: Collaborate with a forward-thinking legal team and gain exposure to a diverse range of estate planning and tax cases.
• Technology-Driven Practice: Use cutting-edge software and systems to streamline workflow, improve accuracy, and enhance client experience.
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Apply Now