Virtual Tax and Estate Planning Attorney
Job Description: • Conduct virtual consultations to assess client needs and develop tailored estate planning strategies. • Prepare, review, and finalize estate planning documents, including revocable trusts , irrevocable trusts , wills , powers of attorney , and other legal instruments. • Advise clients on estate and gift tax planning , asset protection , and probate matters where applicable. • Stay up-to-date on federal and state estate planning laws, tax codes, and probate regulations to ensure best practices. • Clearly explain estate planning concepts and legal options to clients, fostering trust and confidence throughout the process. • Work with an experienced remote team of attorneys, paralegals, and client service specialists to deliver outstanding service. Requirements: • Licensed Attorney : Active and in good standing in at least one U.S. state. • Estate Planning Expertise : Minimum of 3 years of experience in estate planning , trust drafting , and probate law (5+ years preferred). • Client-Focused Sales Ability : Skilled at presenting and explaining complex legal strategies in a client-friendly and persuasive manner. • Technical Proficiency : Experience with estate planning software (e.g., WealthCounsel, ElderDocx, or similar platforms) is preferred. • Exceptional Communication Skills : Outstanding verbal and written communication skills to build rapport and guide clients confidently. • Flexible Availability : Willingness to accommodate client scheduling needs, including occasional evenings and weekends. Benefits: • Competitive Compensation : Based on experience and expertise. • Fully Remote & Flexible Work Environment : Work from anywhere in the U.S., with the ability to manage your own schedule. • Professional Development Opportunities : Collaborate with a forward-thinking legal team and gain exposure to a diverse range of estate planning and tax cases. • Technology-Driven Practice : Use cutting-edge software and systems to streamline workflow, improve accuracy, and enhance client experience. Apply tot his job Apply tot his job