Virtual Tax & Estate Planning Attorney (Nationwide)
Job Description: • 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. Requirements: • 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. Benefits: • Competitive Compensation: Based on experience and expertise. Please include your total hourly compensation expectations with your application. • Fully Remote & Flexible Work Environment: Work from anywhere in the U.S., with the ability to manage your own schedule. • Professional Development Opportunities: Collaborate with a forward-thinking legal team and gain exposure to a diverse range of estate planning and tax cases. • Technology-Driven Practice: Use cutting-edge software and systems to streamline workflow, improve accuracy, and enhance client experience. Apply tot his job