Remote Estate Planning & Tax Attorney - Virtual | WFH

Job Overview

We are seeking a dedicated Remote Tax & Estate Planning Attorney to join our esteemed team, passionate about empowering families to secure their legacies. In this pivotal role, you will navigate the complexities of estate planning, offering invaluable guidance on trusts, tax implications, and asset protection in a fully remote capacity.

Key Responsibilities

• Conduct virtual consultations with clients to assess their estate planning requirements and devise custom legal strategies.
• Draft, review, and finalize an array of estate planning documents, including revocable and irrevocable trusts, wills, and powers of attorney.
• Advise clients on the tax consequences of estate planning decisions and provide assistance with probate matters as necessary.
• Stay informed about changes in federal and state estate planning laws, tax regulations, and probate guidelines to ensure compliance and relevance in your advice.
• Educate clients about intricate estate planning concepts, ensuring their comprehension and confidence in decision-making.
• Collaborate effectively with fellow legal professionals and support staff in a fully remote setting to deliver seamless client services.
  
  

Required Skills

• Active attorney license in good standing in at least one U.S. state.
• Minimum of 3 years' experience in estate planning, trust drafting, and probate law; 5 years preferred.
• Proven client engagement abilities, with a talent for articulating and advocating estate planning strategies.
• Proficiency with estate planning and tax software is advantageous.
• Exceptional verbal and written communication skills, with the capacity to simplify legal concepts for clients.
• Flexibility in work hours, including weekends, to accommodate client needs.
  
  

Qualifications

• Juris Doctor (JD) from an accredited law school is required.
• Demonstrated experience in engaging clients and executing legal strategies effectively.
  
  

Career Growth Opportunities

Joining our esteemed firm provides you exposure to a wide array of estate planning cases and opportunities for professional development. Collaborate with seasoned legal experts, enhancing your skills and advancing your career trajectory in estate planning.

Compensation And Benefits

• Competitive compensation based on your experience and expertise; please indicate your hourly compensation expectations when applying.
• Enjoy the benefits of a remote work environment with a flexible schedule that aligns with your lifestyle.
• Gain access to advanced tools aimed at optimizing document preparation and client interactions.
  
  

If you are eager to contribute your expertise to a forward-thinking team and assist clients in navigating the complexities of estate planning, we invite you to apply!

Employment Type: Full-Time