Estate Planning Attorney - Tax & Trust Specialist

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. Company Culture and Environment Join a dynamic team that values collaboration and client-centered approaches. Work in a fully remote environment that emphasizes flexibility and a commitment to high-quality service. Career Growth and Development Opportunities Collaborate with an experienced legal team and gain exposure to diverse estate planning cases, providing opportunities for professional growth and development. Detailed Benefits and Perks

• Remote & Flexible Work Environment: Enjoy the freedom to work from anywhere in the U.S. with a schedule that suits your lifestyle.
• Tech-Enabled Work: Utilize cutting-edge tools to enhance document preparation and client communication.

Compensation and Benefits

• Competitive Compensation: Based on experience and expertise. Please share your compensation expectations per hour when applying.
• Opportunities for professional development and continuous learning.

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.
• Client Engagement & Sales: Strong ability to clearly explain and advocate for estate planning strategies while building trust with clients.
• Technical Proficiency: Familiarity with estate planning and tax software is preferred.
• Excellent Communication Skills: Exceptional verbal and written communication skills, with the ability to connect with clients and explain legal concepts in an accessible way.
• Flexible Availability: Willingness to work flexible hours, including weekends, to meet the needs of clients.

Responsibilities

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

Qualifications

• Licensed Attorney in good standing in at least one U.S. state.
• 3+ years of experience in estate planning, trust drafting, and probate law (5+ years preferred).
• Proven client engagement and sales capabilities.
• Technical proficiency with estate planning and tax software is preferred.
• Exceptional verbal and written communication skills.
• Flexibility to work varying hours.

Education Requirements

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

Education Requirements Credential Category

• Law Degree.

Experience Requirements

• Minimum of 3 years of relevant experience in estate planning and probate law.
• Preference for candidates with 5+ years of experience.

Why work in Archdale, NC Archdale offers a welcoming community with a small-town feel while still being close to larger urban centers. Enjoy a balance of peaceful living, local parks, and outdoor activities, along with convenient access to shopping and dining options. It’s an ideal place for professionals seeking a supportive environment and a high quality of life. Apply tot his job Apply To this Job