Description:

Who Are We?
Royal Legal Solutions helps over 2,000 investors nationwide with asset protection, estate planning, tax strategy, and portfolio analysis. We protect over $1.2 billion in assets and have saved over $10 million in lawsuits.

Expertise

We Are Looking for Senior Level Attorneys with Expertise In:

Private Foundations - Use of Private Foundations as A Tax Mitigation Tool
Business Client Expertise - Tax Strategy and Operational Efficiency for $20 Mm+ Arr Business Owner Clients Who Need Upgrades to Corporate Structure, Tax Shelters, Estate Tax, Etc.
Estate Planning - Wills & Directives, Revocable Trusts, Irrevocable Trusts, Medicaid Trusts, Estate Tax
Tax Law & Shelters (for W2 Clients and Business Owners)- Self-Directed Ira Trusts & Ll Cs, Solo 401(k)s, S-Corporations & Elections, C-Corporations, Defined Benefit Plans, Private Foundations. Mba, Cfp Certification, or Cpa/ea License a Plus.
Asset Protection - Ll Cs, Series Ll Cs, Statutory Trusts, Anonymity Strategies, Corporations
Bonus if You Know About: Real Estate, Syndications, Deed & Transfers, Offshore Trusts, Life Insurance Strategies
Bonus if You Have Any: Sales, Coaching or Education Background or Experience
This Role Is Focused On:
Client Execution: Taking Roadmap Meetings, Legal Strategy Sessions, and Onboarding Meetings
Document Implementation: Drafting, Customizing, and Reviewing Entity Documents, Trusts, Foundation Materials, and Commercial Agreements
Systems Building: Creating Templates, Questionnaires, and Processes that Enable the Firm to Scale Efficiently
Problem-Solving: Researching Complex Issues, Proposing Solutions, and Implementing Strategies that Work Across Tax, Entity, and Estate Planning Disciplines

Responsibilities:

Working from Home Using Digital Tools to Interact with Team Members and Clients
Handling Angry Customers and Resolving Complaints
Being a Team Player and Coordinating with Internal Team Members to Resolve Issues in A Timely Manner
Researching New Products and Issues, and Providing Solutions to Clients and Team Members
Custom Drafting for Special Requests
Following Internal Processes and Procedures to Document Meetings, Client Details, and Project Details
Communicating with Sales, Marketing, Paralegal, and Customer Success Teams to Ensure a Seamless Client Experience
Client Meetings via Video Calls (legal Strategy, Onboarding, Document Review, Ongoing Strategy and Compliance)
Explain Complex Tax, Entity, and Estate Planning Strategies in Accessible Language
Draft and Customize: Formation Documents (e.G., Bylaws, Operating Agreements (smllc and Partnerships)), Land Trust Agreements, Policy Documents, Estate Planning Documents, Commercial and Management Agreements, Purchase Agreements, Promissory Notes
Review Third-Party Documents and Identify Issues/opportunities
Ensure Compliance with Federal and Multi-State Requirements
Create Document Templates that Balance Customization with Scalability
Daily Email Support to Clients, with Potential Phone Calls or Follow up Meetings with Clients to Resolve Questions or Issues that Cannot Be Resolved via Email
Document Best Practices and Standard Operating Procedures
Selling Applicable Legal Products and Services and Following Sales Scripts
Requesting Testimonials, Reviews, and Referrals

Requirements:

J.D. Degree from An Aba Accredited Law School
Admission to The Bar in Relevant Jurisdiction(s)
+7 Years of Experience in Asset Protection, Estate Planning, Tax Law and Shelters
Experience Working with High Net Worth Clients
Comfort in A Startup Environment, Which Is Less Structured and Requires More Creative Problem Solving and Self-Motivation
Native-Level and Fluent English

Skills/qualifications: