Description

Are you passionate about estate planning and helping clients navigate the complexities of trusts and tax law? We are seeking a skilled and client-focused Remote Tax & Estate Planning Attorney to join our dynamic team. In this role, you’ll have the opportunity to guide clients through essential estate planning strategies while ensuring they understand the full scope of their options and the legal implications of their decisions.

Compensation and Benefits

• Competitive pay based on experience and skill level. Please provide your compensation expectations per hour when applying.
• Fully remote position with flexible hours, allowing you to work from anywhere in the U.S.
• Professional growth opportunities through collaboration with a respected legal team, gaining exposure to a diverse range of estate planning cases.
• Access to cutting-edge technology to streamline document preparation and client communication.

Why you should apply for this position today

This role offers the chance to make a significant impact in the lives of clients by guiding them through complex estate planning processes. You will be part of a supportive team that values client education and empowerment, enabling you to grow professionally while working in a flexible and remote environment.

Skills

• Licensed Attorney: Active license and good standing in at least one U.S. state.
• Experience in Estate Planning: At least 3 years of experience in estate planning, trust drafting, and probate law (5+ years preferred).
• Sales & Client Engagement: Ability to explain complex estate planning strategies clearly and persuasively.
• Technical Proficiency: Experience with estate planning and tax software is preferred.
• Strong Communication Skills: Excellent verbal and written communication skills, with the ability to build rapport with clients.
• Flexible Availability: Willingness to work flexible hours, including some weekends, to accommodate client schedules.

Responsibilities

• Conduct virtual consultations with clients to assess their estate planning needs and suggest tailored legal strategies.
• Draft, review, and finalize essential estate planning documents, including trusts, wills, and powers of attorney.
• Advise clients on the tax implications of their estate plans and assist with probate matters when necessary.
• Stay updated on federal and state laws, tax codes, and probate regulations to ensure compliance.
• Present estate planning concepts clearly to clients, empowering them to make informed decisions.
• Collaborate with a supportive team of legal professionals in a fully remote environment.

Qualifications

• Active license as an attorney in at least one U.S. state.
• Minimum of 3 years of experience in estate planning and probate law, with 5+ years preferred.
• Strong skills in communication, client engagement, and the ability to simplify complex legal concepts.

Education Requirements

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

Education Requirements Credential Category

• Law Degree.

Experience Requirements

• At least 3 years of relevant experience in estate planning, trust drafting, and probate law.

Why work in High Point, NC

High Point, NC is known for its vibrant community, rich history, and diverse range of cultural offerings. The city offers a blend of urban and suburban living with easy access to nature, parks, and recreational facilities. High Point is also recognized for its strong economy and supportive business environment, making it an ideal location for professionals looking for a balance between career opportunities and quality of life.