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Estate Planning Attorney specializing in Trusts and Tax Law

Remote role Full-time Open position

Description Are you passionate about estate planning and helping clients navigate the complexities of trusts and tax law? We are seeking a skilled and client-focused Remote Tax & Estate Planning Attorney to join our dynamic team. In this role, you’ll have the opportunity to guide clients through essential estate planning strategies while ensuring they understand the full scope of their options and the legal implications of their decisions. Company Culture and Environment We foster a supportive and collaborative remote work environment, allowing legal professionals to seamlessly deliver high-quality service while balancing personal and professional lives. Career Growth and Development Opportunities Collaborate with a respected legal team, gaining exposure to a diverse range of estate planning cases and opportunities for professional development. Detailed Benefits and Perks

  • Fully Remote & Flexible Hours: Work from anywhere in the U.S. with a schedule that aligns with your personal life.
  • Cutting-Edge Technology: Utilize advanced tools to streamline document preparation and client communication, making your work more efficient and effective.

Compensation and Benefits

  • Competitive Pay: Compensation based on experience and skill level. Please provide your compensation expectations per hour when applying.
  • Professional Growth: Opportunities for professional development and collaboration with experienced peers.

Why you should apply for this position today This role provides an exciting opportunity to make a significant impact in the estate planning field, working with clients to navigate their unique legal needs while enjoying the flexibility of remote work. Skills

  • Licensed Attorney: Active license and good standing in at least one U.S. state.
  • Experience in Estate Planning: At least 3 years of experience in estate planning, trust drafting, and probate law (5+ years preferred).
  • Sales & Client Engagement: Ability to explain complex estate planning strategies in a clear and persuasive manner.
  • Technical Proficiency: Experience with estate planning and tax software is preferred, but not required.
  • Strong Communication Skills: Excellent verbal and written communication skills to build rapport with clients.
  • Flexible Availability: Willingness to work flexible hours, including some weekends.

Responsibilities

  • Conduct virtual consultations with clients to assess their estate planning needs.
  • Draft, review, and finalize essential estate planning documents.
  • Advise clients on tax implications of their estate plans and assist with probate matters.
  • Stay updated on federal and state laws, tax codes, and probate regulations.
  • Help clients understand estate planning concepts through clear presentations.
  • Collaborate with a supportive team of legal professionals in a fully remote environment.

Qualifications

  • At least 3 years of experience in estate planning, trust drafting, and probate law (5+ years preferred).
  • Active attorney license in good standing in at least one U.S. state.

Education Requirements

  • Juris Doctor (JD) degree from an accredited law school.

Education Requirements Credential Category

  • Juris Doctor (JD)

Experience Requirements

  • Minimum of 3 years of relevant experience in estate planning and probate law.

Why work in High Point, NC High Point, NC, offers a beautiful blend of Southern charm, a welcoming community, and a thriving economy. It is known for its rich furniture heritage, vibrant arts scene, and numerous outdoor recreational opportunities, making it an enjoyable place to live and work. Apply tot his job Apply To this Job

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