Estate Planning Attorney

Anderson Business Advisors; Draper (UT); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Hybrid work schedule

Robust onboarding program

Medical, dental, vision coverage

401(k) matching

Paid time off (16 days first year; 21+

7 paid company holidays

Gym membership subsidy

Job summary

Anderson Business Advisors is seeking an experienced estate planning attorney to draft living trusts, wills, and related documents, primarily by phone with nationwide clients. You will meet with prospective clients to design plans, review existing client estates, and present at seminars across the country.

The role requires JD, active bar status, 1–3 years in estate planning, strong public speaking, and a proactive, collaborative approach.

Qualifications

• JD degree from an accredited law school.
• Bar admission in good standing.
• 1–3 years of experience in estate planning or probate.
• Strong public speaking and client engagement skills.
• Self-motivated with commitment to ongoing learning.

Responsibilities

• Draft and consult with clients on living trusts and estate plans, mostly by phone with clients nationwide.
• Meet with prospective clients to design estate plans and offer services.
• Consult with existing clients to review and update estate plans.
• Speak at live seminars across the country to educate attendees on estate planning and asset protection.
• Provide follow-up consultations to seminar attendees to convert leads into clients.
• Liaise with tax and other planning departments to ensure integrated client services.
• Maintain strong client relationships and address questions or concerns.

Skills

Public speaking

Client management

Team collaboration

Interpersonal communication

Self-motivation

Education

Juris Doctor (JD)

Job description

To provide expert legal advice and services related to estate planning, including drafting living trusts, wills, and other estate planning documents. This role involves working closely with clients nationwide, speaking at seminars, and collaborating with other departments to ensure comprehensive client service.

Key Responsibilities

• Draft and consult with clients on living trusts and estate plans, mostly by phone with clients nationwide.
• Meet with prospective clients to design estate plans and offer services.
• Consult with existing clients over the phone to review and update their estate plans.
• Speak at live seminars across the country, engaging and educating attendees on estate planning and asset protection.
• Provide follow-up consultations to seminar attendees to convert leads into clients.

Client Management

• Serve as a liaison with Anderson’s tax and other planning departments to ensure integrated client services.
• Manage client relationships, ensuring satisfaction and addressing any concerns or questions.

Special Projects

• Engage in special projects related to client matters involving estate planning, consulting, and research.
• Stay current with changes in estate planning laws and best practices to provide the highest quality service to clients.

Required Qualifications

• Juris Doctor (JD) degree from an accredited law school.
• Licensed to practice law in any state. Bar registration must be in good standing.
• 1–3 years of experience in estate planning or probate.
• Strong public speaking skills and ability to engage audiences.
• Self‑motivated with a commitment to continuous learning and professional development.

Preferred Qualifications

• Experience in estate planning, tax advisory, or related fields.
• Strong interpersonal and communication skills.
• Ability to work independently and as part of a team.

Performance Metrics

• Client Satisfaction: Measured by client feedback and satisfaction survey results.
• Document Accuracy: Quality and accuracy of estate planning documents.
• Seminar Effectiveness: Success in engaging and converting seminar attendees to clients.
• Team Collaboration: Effectiveness in working with team members and other departments.
• Professional Development: Commitment to continuous learning and improvement.

Benefits

• Embrace flexibility with a hybrid work schedule, balancing remote and in‑office work seamlessly.
• Kickstart your journey with a robust onboarding program that equips you with in‑depth knowledge about our organization, services, and products.
• Prioritize your health with comprehensive medical, dental, vision, and short‑term disability coverage—all provided at no cost to you.
• Plan for the future with a 401(k) matching program.
• Recharge and rejuvenate with generous paid time off, including 16 days in the first year and 21 days after one year of employment, in addition to 7 paid company holidays.
• Stay active with a $35 monthly gym membership subsidy.

Please note that a full background check, drug screen, internet, and social media search are required for employment.