Job Description
We are a growing, client-focused firm committed to helping individuals and families navigate estate planning with ease. Our goal is to provide clients with personalized strategies to protect their assets, minimize tax burdens, and create comprehensive estate plans that meet their unique needs. Through innovative technology and a remote-first approach, we deliver exceptional service nationwide.
We are looking for a Remote Tax & Estate Planning Attorney with strong client engagement skills and expertise in estate planning, trusts, and tax law. If you have a passion for helping clients through complex legal strategies while ensuring they fully understand their options and the implications of their decisions, we'd love to hear from you!
Key Responsibilities:
Client Consultation & Strategy Development: Conduct virtual consultations to assess client needs and recommend tailored estate planning solutions.
Document Preparation & Review: Draft, review, and finalize essential estate planning documents, including revocable and irrevocable trusts, wills, powers of attorney, and more.
Tax & Probate Guidance: Provide expert advice on the tax implications of estate planning decisions and assist clients with probate matters when necessary.
Compliance & Legal Updates: Stay up to date with the latest estate planning laws, tax codes, and regulations to ensure compliance and best practices.
Client Education & Presentations: Clearly communicate estate planning strategies, helping clients understand their options and feel confident in their decisions.
Team Collaboration: Work closely with a team of legal professionals and support staff in a fully remote environment to provide seamless service to clients.
Qualifications:
Licensed Attorney: Must be actively licensed and in good standing in at least one U.S. state.
Estate Planning Experience: A minimum of 3 years of experience in estate planning, trust drafting, and probate law (5+ years preferred).
Client Engagement Skills: Ability to explain complex estate planning concepts in an understandable and persuasive manner.
Tech-Savvy: Experience with estate planning and tax software is a plus.
Strong Communication Skills: Excellent written and verbal communication, with a focus on building trust and rapport with clients.
Flexible Availability: Ability to work flexible hours, including some weekends, to accommodate client schedules.
Compensation & Benefits:
Competitive Pay: Compensation is based on experience and skill level. Please share your compensation expectations in your application.
Remote Work Flexibility: Work from anywhere in the U.S. with a flexible schedule that fits your lifestyle.
Professional Growth: Gain valuable experience working with a respected team and handling a diverse range of estate planning cases.
Technology-Driven Tools: Utilize cutting-edge software to streamline document preparation and client communication.
Employment Type: Full-Time
Salary: $ 20.00 25.00 Per Hour
Job Tags
Hourly pay, Full time, Remote job, Flexible hours,