Advanced Estate Planning Attorney

This is a fully remote position, open to applicants in United States.

📋 Description

• Conduct virtual meetings with clients to collect information, clarify objectives, and present customized estate planning solutions.

• Prepare and review estate planning documents, including wills, revocable trusts, irrevocable trusts, and other related instruments.

• Facilitate sophisticated meetings with clients and advisors, demonstrating professionalism, clarity, and confidence.

• Collaborate with financial advisors, internal team members, and our network of of-counsel attorneys across all 50 states.

• Keep updated on federal and state laws related to estate, gift, and generation-skipping transfer taxes.

• Provide guidance to clients on asset titling, beneficiary designations, and trust funding strategies.

• Establish and nurture strong relationships with financial advisors and their leadership teams.

• Address client and advisor inquiries in a timely and professional manner.

⛳️ Requirements

• Juris Doctor degree from a recognized law school.

• Licensed to practice law with good standing in at least one state bar.

• A minimum of 5 years of pertinent experience in estate and trust planning.

• At least 3 years of advanced experience in estate planning.

🏝️ Benefits

• No requirement for billable hours.

• Competitive salary and comprehensive benefits package.

• 401(k) plan with employer matching.

• Comprehensive health insurance coverage.

• Paid time off.

• Flexible work arrangements available.

• A collaborative team environment.