Estate & Financial Planning Associate Attorney - Client-Facing

Oath; Boise (ID); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

Competitive base salary with profit‑sc

Mentorship and professional growth

Flexible PTO and longevity rewards

Health, dental, and vision insurance

401(k) with matching

Maternity and paternity leave after 1+

Job summary

Oath is hiring an Associate Attorney in Boise, Idaho for an in-person, client-facing role focused on estate and financial planning. You'll work with mentor attorneys and advisors to grow with the team and serve clients navigating important life decisions.

The role emphasizes educating clients, facilitating document preparation, and collaborating with a multidisciplinary team. No prior estate planning experience is required—we provide training and support to help you succeed.

Qualifications

• Juris Doctorate and active law license
• Strong communication, problem-solving, and time management skills
• Comfort with public speaking, persuasion, and education-based sales
• Proficiency in Microsoft Office and Apple software preferred
• Customer service experience preferred
• Willingness to work early evenings twice a month
• Reliable transportation—personal vehicle 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

Public speaking

Communication

Time management

Customer service

Education-based sales

Education

Juris Doctorate (JD)

Active law license

Tools

Microsoft Office

Apple software

Job description

Oath is hiring an Associate Attorney in Boise, Idaho for an in-person, client-facing role focused on estate and financial planning. You'll work with mentor attorneys and advisors to grow with the team and serve clients navigating important life decisions.

The role emphasizes educating clients, facilitating document preparation, and collaborating with a multidisciplinary team. No prior estate planning experience is required—we provide training and support to help you succeed.