Virtual Tax & Estate Planning Attorney - Remote

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.

Key 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: 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.

Compensation & Benefits:

Competitive Compensation: Based on experience and expertise. Please share your compensation expectations per hour when applying.

Remote & Flexible Work Environment: Enjoy the freedom to work from anywhere in the U.S. with a schedule that suits your lifestyle.

Professional Growth Opportunities: Collaborate with an experienced legal team and gain exposure to diverse estate planning cases.

Tech-Enabled Work: Utilize cutting-edge tools to enhance document preparation and client communication.

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!
Employment Type: Full-Time
Salary: $ 100,000.00 170,000.00 Per Year