Description:

Remote Tax & Estate Planning Attorney – Join a Fast-Growing Estate Planning Technology Firm

We are expanding our legal team and seeking a Remote Tax & Estate Planning Attorney with a strong background in estate planning, trust drafting, tax law, and client counseling. If you have a passion for guiding clients through complex planning strategies and providing exceptional service in a virtual environment, we want to hear from you!

Key Responsibilities:

Client Consultation & Strategic Planning: Conduct virtual consultations to assess client needs and develop tailored estate planning strategies.
Drafting & Review: Prepare, review, and finalize estate planning documents, including revocable trusts, irrevocable trusts, wills, powers of attorney, and other legal instruments.
Tax Planning & Probate Guidance: Advise clients on estate and gift tax planning, asset protection, and probate matters where applicable.
Compliance & Continuing Education: Stay up-to-date on federal and state estate planning laws, tax codes, and probate regulations to ensure best practices.
Client Education & Engagement: Clearly explain estate planning concepts and legal options to clients, fostering trust and confidence throughout the process.
Team Collaboration: Work with an experienced remote team of attorneys, paralegals, and client service specialists to deliver outstanding service.

Qualifications:

Licensed Attorney: Active and in good standing in at least one U.S. state.
Estate Planning Expertise: Minimum of 3 years of experience in estate planning, trust drafting, and probate law (5+ years preferred).
Client-Focused Sales Ability: Skilled at presenting and explaining complex legal strategies in a client-friendly and persuasive manner.
Technical Proficiency: Experience with estate planning software (e.g., WealthCounsel, ElderDocx, or similar platforms) is preferred.
Exceptional Communication Skills: Outstanding verbal and written communication skills to build rapport and guide clients confidently.
Flexible Availability: Willingness to accommodate client scheduling needs, including occasional evenings and weekends.