Description

Are you passionate about estate planning and helping families protect their futures? We’re looking for an experienced Remote Tax & Estate Planning Attorney to join a dynamic team committed to providing high-quality estate planning services nationwide. In this role, you’ll guide clients through the complexities of estate planning, including trusts, taxes, and asset protection, all while delivering exceptional, client-focused service in a fully remote setting.

Compensation and Benefits

• Competitive compensation based on experience and expertise. Please share your compensation expectations per hour when applying.
• Remote and flexible work environment, allowing you to work from anywhere in the U.S. with a schedule that suits your lifestyle.
• Professional growth opportunities to collaborate with an experienced legal team and gain exposure to diverse estate planning cases.
• Tech-enabled work utilizing cutting-edge tools to enhance document preparation and client communication.

Why you should apply for this position today

If you’re ready to bring your expertise to a forward-thinking team and help clients navigate the complexities of estate planning, we’d love to hear from you!

Skills

• Licensed Attorney: Must be actively licensed and in good standing in at least one U.S. state.
• Experience: At least 3 years of experience in estate planning, trust drafting, and probate law. 5+ years of experience is preferred.
• Strong ability to clearly explain and advocate for estate planning strategies while building trust with clients.
• Familiarity with estate planning and tax software is preferred.
• Exceptional verbal and written communication skills, with the ability to connect with clients and explain legal concepts in an accessible way.
• Willingness to work flexible hours, including weekends, to meet the needs of clients.

Responsibilities

• Engage with clients in virtual consultations to assess their estate planning needs and propose tailored legal strategies.
• Prepare, review, and finalize various estate planning documents, including trusts (revocable and irrevocable), wills, powers of attorney, and other related legal instruments.
• Provide advice on the tax implications of estate planning, asset protection, and, when necessary, assist with probate matters.
• Keep abreast of federal and state estate planning laws, tax codes, and probate regulations to ensure that your advice remains relevant and compliant.
• Clearly explain complex estate planning concepts to clients, ensuring they understand their options and feel confident in their decisions.
• Work alongside a team of legal professionals and support staff in a fully remote environment to deliver seamless service to clients.

Qualifications

• At least 3 years of experience in estate planning, trust drafting, and probate law. 5+ years of experience is preferred.
• Strong ability to clearly explain and advocate for estate planning strategies while building trust with clients.
• Familiarity with estate planning and tax software is preferred.
• Exceptional verbal and written communication skills, with the ability to connect with clients and explain legal concepts in an accessible way.
• Willingness to work flexible hours, including weekends, to meet the needs of clients.

Education Requirements

• Juris Doctor (JD) degree from an accredited law school.

Education Requirements Credential Category

• Juris Doctor (JD)

Experience Requirements

• At least 3 years of experience in estate planning, trust drafting, and probate law. 5+ years of experience is preferred.

Why work in Archdale, NC

Archdale, NC offers a friendly community atmosphere that values family and strong relationships. The area boasts a low cost of living and easy access to outdoor activities, providing a balanced lifestyle. With proximity to larger cities, Archdale offers both tranquility and opportunities for cultural engagement and professional networking.