Estate Planning Attorney - Client Facing & Mentored

Oath Planning, LLC; Buffalo (NY); Presencial; USD 85.000 - 120.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Profit sharing

Mentorship program

Flexible PTO

Descripción de la vacante

Oath Law & Oath Planning - Estate and Financial Planning in Buffalo, NY seeks an Associate Attorney for a client-facing, in-person role. You will work with clients to protect what they’ve built and plan for their future, under mentorship from experienced attorneys.

No prior estate planning experience is required—we provide training. The position emphasizes collaboration, growing with the team, and serving clients nationwide with integrity.

Formación

• Juris Doctorate and active law license required.
• Strong communication and time management skills required.
• Comfort with public speaking and education-based conversations preferred.

Responsabilidades

• Lead client engagements and advisory sessions.
• Draft and review estate and financial planning documents.
• Conduct client consultations and gather information.
• Coordinate with mentors and staff to ensure seamless service.
• Maintain detailed client records and schedules.

Conocimientos

Juris Doctorate

Active law license

Strong communication

Public speaking

Time management

Microsoft Office

Apple software

Customer service experience

Reliable transportation

Educación

Juris Doctorate

Herramientas

Microsoft Office

Apple software

Descripción del empleo

Oath Law & Oath Planning - Estate and Financial Planning in Buffalo, NY seeks an Associate Attorney for a client-facing, in-person role. You will work with clients to protect what they’ve built and plan for their future, under mentorship from experienced attorneys.

No prior estate planning experience is required—we provide training. The position emphasizes collaboration, growing with the team, and serving clients nationwide with integrity.