Estate Planning Attorney - Client-Facing & Mentored

Oath Planning; Wilmington (NC); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Mentorship and professionaldevelopment

Flexible PTO

Health, dental, and vision insurance

401(k) with matching

Job summary

Oath Law & Oath Planning in Wilmington, NC is seeking an Associate Attorney for an in-person, client-facing role. You will work directly with clients, educate them on estate and financial planning, and collaborate with mentors to grow professionally.

No prior estate planning experience is required; we will teach you. You’ll lead workshops, meet with clients, draft personalized plans, and guide signing appointments while providing excellent service.

Qualifications

• Juris Doctorate and active license to practice law.
• Strong communication and client-facing skills.
• Willingness to teach, present, and educate clients.
• Proficiency with MS Office and Apple software.

Responsibilities

• Lead workshops and speaking events to educate potential clients on their 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

Skills

Strong communication

Public speaking

Time management

Problem-solving

Education-based sales

Customer service

Willingness to work evenings

Reliable transportation

Education

Juris Doctorate

Active law license

Tools

Microsoft Office

Apple software

Job description

Oath Law & Oath Planning in Wilmington, NC is seeking an Associate Attorney for an in-person, client-facing role. You will work directly with clients, educate them on estate and financial planning, and collaborate with mentors to grow professionally.

No prior estate planning experience is required; we will teach you. You’ll lead workshops, meet with clients, draft personalized plans, and guide signing appointments while providing excellent service.