Description

We are a growing, client-focused firm committed to helping individuals and families navigate estate planning with ease. Our goal is to provide clients with personalized strategies to protect their assets, minimize tax burdens, and create comprehensive estate plans that meet their unique needs. Through innovative technology and a remote-first approach, we deliver exceptional service nationwide.

We are looking for a Remote Tax & Estate Planning Attorney with strong client engagement skills and expertise in estate planning, trusts, and tax law. If you have a passion for helping clients through complex legal strategies while ensuring they fully understand their options and the implications of their decisions, we’d love to hear from you!

Company Culture and Environment

Our firm values innovation, client satisfaction, and a collaborative remote work environment. We believe in empowering our attorneys with the technology and support needed to excel in their roles while providing exceptional service to our clients.

Career Growth and Development Opportunities

Join a respected team where you will gain valuable experience handling a diverse range of estate planning cases. With our focus on professional growth, there are ample opportunities for career advancement within the firm.

Detailed Benefits and Perks

• Remote work flexibility to fit your lifestyle
• Access to cutting-edge technology to streamline your work
• Opportunities for professional development within a supportive team environment

Compensation and Benefits

• Competitive pay based on experience and skill level
• Please share your compensation expectations in your application
• Flexible schedule that accommodates client needs

Why you should apply for this position today

This position offers the chance to make a direct impact on clients’ lives by helping them navigate complex estate planning strategies. You will be part of a dedicated team that values innovation and exceptional client service, working to empower clients through knowledge and effective planning.

Skills

• Licensed Attorney in good standing in at least one U.S. state
• Minimum of 3 years of experience in estate planning, trust drafting, and probate law (5+ years preferred)
• Ability to explain complex estate planning concepts clearly
• Experience with estate planning and tax software is a plus
• Excellent written and verbal communication skills
• Flexible availability, including weekends when necessary

Responsibilities

• Conduct virtual consultations to assess client needs and recommend tailored estate planning solutions
• Draft, review, and finalize essential estate planning documents including trusts, wills, and powers of attorney
• Provide expert advice on tax implications of estate planning decisions and assist with probate matters
• Stay updated on the latest estate planning laws, tax codes, and compliance requirements
• Clearly communicate strategies to clients and help them understand their options
• Collaborate with a team of legal professionals and support staff in a fully remote environment

Qualifications

• Active and good standing attorney license in at least one U.S. state
• Minimum of 3 years of experience in relevant legal fields
• Strong client engagement and communication skills

Education Requirements

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

Education Requirements Credential Category

• Professional 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 offers a blend of rich history, a diverse community, and a growing economy. Known for its vibrant arts scene and beautiful parks, the city provides a great quality of life and a welcoming environment for both personal and professional growth.