Estate Planning Attorney

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

📋 Description

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

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

• Lead meetings with clients and advisors.

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

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

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

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

• Respond to inquiries from clients and advisors in a prompt and professional manner.

⛳️ Requirements

• Juris Doctor degree from a recognized law school.

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

• Minimum of 3 years of experience in estate and trust planning.

• Strong understanding of estate planning and trust funding.

• Experience in high-net-worth planning is a plus.

• Excellent interpersonal skills and the ability to convey complex planning concepts clearly.

• Strong organizational, time-management, analytical, drafting, and writing abilities.

• Comfort in a technology-driven legal practice.

• Genuine dedication to providing exceptional client service.

🏝️ Benefits

• No billable hour requirement.

• Competitive salary and benefits package.

• 401(k) plan with employer matching.

• Comprehensive health insurance coverage.

• Paid time off.

• Flexible work arrangements.

• A collaborative, nationwide team.