Client-Focused Estate Planning Attorney — Mentored Growth

Oath; Charlotte (NC); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

401(k) with matching

Flexible PTO

Parental leave

Job summary

Oath is hiring an Associate Attorney in Charlotte, NC for an in-person, client-facing role focused on estate and financial planning. You'll work with mentors to develop your practice and deliver personalized plans.

No prior estate planning experience is required—we'll teach you. You’ll guide clients through consultations, draft plans, and coordinate signings while building lasting relationships.

Qualifications

• Juris Doctorate and active law license required.
• Excellent communication, problem-solving, and time management skills.
• Public speaking, persuasion, and client education experience preferred.

Responsibilities

• Lead workshops and speaking events to educate potential clients on estate and financial planning options.
• Meet with clients in consultations, gather necessary information, and help clients take action.
• Design and review personalized estate plans to ensure alignment with client goals.
• Guide clients through document signing appointments, making sure they understand their plans completely.
• Collaborate with attorneys, advisors, and staff to deliver seamless client service.
• Maintain detailed electronic records of client meetings and communications.
• Meet weekly with a mentor attorney for ongoing guidance and professional development.
• Engage clients in integrated estate and financial planning discussions.
• Respond promptly and thoughtfully to client needs via email and phone.

Skills

Communication

Problem solving

Time management

Education

Juris Doctorate

Active law license

Tools

Microsoft Office

Apple software

Job description

Oath is hiring an Associate Attorney in Charlotte, NC for an in-person, client-facing role focused on estate and financial planning. You'll work with mentors to develop your practice and deliver personalized plans.

No prior estate planning experience is required—we'll teach you. You’ll guide clients through consultations, draft plans, and coordinate signings while building lasting relationships.