Estate Planning Opportunity
Are you an attorney passionate about estate planning? This fully remote role allows you to work closely with professionals in Tax and Wealth Management to provide exceptional client service. You'll engage directly with clients and their advisors, including Financial Advisors, Tax Attorneys, CPAs, Accountants, and Health Care Agents.
Key Responsibilities

• Collaborate with a team to deliver comprehensive estate planning services.
• Develop and demonstrate estate planning solutions with team support.
• Utilize pre-drafted documents from outside counsel or create tailored documents as needed.
• Conduct client meetings and provide expert guidance to clients and team members.
• Stay updated on state laws and regulations related to estate planning.
• Network with other law firms to expand billable hours through referrals.
• Manage an established book of business with over 100 households, with average client assets between $1 million and $10 million.

Qualifications

• Entry-level attorneys are encouraged to apply; must have passed the state bar.
• Strong written and verbal communication skills.
• Innovative, creative, and capable of delivering engaging presentations.
• Demonstrated leadership qualities and decisiveness.
• Effective time management and organizational skills to meet key performance indicators (KPIs).
• Collaborative and able to turn ideas into actionable strategies alongside Tax, Business, and Financial Advisors.

Compensation And Benefits

• Hourly rate ranging from $250 to $350.
• Uncapped earning potential, potentially exceeding $500K to $1M .
• No travel requirements.
• Flexible work schedule.
• Financial planning services available.
• Paid client and employee events.

Consider this unique opportunity to advance your career while making a positive difference in the lives of clients. If you're ready to thrive in a collaborative and supportive environment, we encourage you to apply!
Employment Type: Full-Time