Estate Planning Associate Attorney - Client-Focused Educator

Oath; Richmond (VA); On-site; USD 100,000 - 160,000; Full time

Benefits offered by this job

Mentorship program

Flexible PTO

Health insurance

Dental insurance

Vision insurance

401(k) matching

Parental leave

Culture of collaboration

Job summary

Oath is seeking an Associate Attorney in Richmond, VA to educate clients on estate and financial planning options and to guide them through personalized plans. The role is front-facing, involving direct client work, workshops, and consultations. No prior estate planning experience is required as training will be provided.

The team values collaboration and impact, supporting attorneys and staff nationwide. You will be mentored and have opportunities for professional growth in a culture that

Qualifications

• Juris Doctorate and active law license.
• Excellent communication and interpersonal skills.
• Comfort with public speaking and education-based discussions.

Responsibilities

• Lead workshops and client education on estate and financial planning options.
• Meet with clients in consultations and gather information.
• Design and review personalized estate plans aligned with client goals.
• Guide clients through document signing and ensure understanding of plans.
• Collaborate with attorneys, advisors, and staff for seamless service.
• Maintain detailed electronic records of meetings and communications.
• Meet weekly with a mentor attorney for guidance and development.
• Engage clients in integrated estate and financial planning discussions.

Skills

Strong communication

Public speaking

Time management

Client service experience

Education

Juris Doctorate

Bar admission

Tools

Microsoft Office

Apple software

Job description

Oath is seeking an Associate Attorney in Richmond, VA to educate clients on estate and financial planning options and to guide them through personalized plans. The role is front-facing, involving direct client work, workshops, and consultations. No prior estate planning experience is required as training will be provided.

The team values collaboration and impact, supporting attorneys and staff nationwide. You will be mentored and have opportunities for professional growth in a culture that