Estate Planning Attorney — Client-Facing, Mentored Growth

Oath Planning, LLC; Greenville (SC); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Mentorship program

Flexible PTO

Health, dental, vision insurance

401(k) with matching

Parental leave

Job summary

Oath Law & Planning - Estate and Financial Planning in Greenville, SC is hiring an Associate Attorney for an in-person, client-facing role. You will be supported by mentor attorneys and advisors as you grow within our team.

This front-facing role involves working directly with clients on estate and financial planning decisions, helping protect what clients have built and plan for their futures. Prior estate planning experience is not mandatory but helpful.

Qualifications

• Juris Doctorate and an active law license are required.
• Strong communication, problem-solving, and time management skills are essential.
• Comfort with public speaking, persuasion, and education-based sales is important.
• Proficiency with Microsoft Office and Apple software is preferred.
• Customer service experience is a plus.
• Willingness to work early evenings twice a month and reliable transportation are expected.

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, ensuring they understand their plans.
• 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

Strong communication

Problem-solving

Time management

Public speaking

Persuasion

Education-based sales

Customer service experience

Reliable transportation

Willingness to work early evenings

Education

Juris Doctorate (JD)

Tools

Microsoft Office

Apple software

Job description

Oath Law & Planning - Estate and Financial Planning in Greenville, SC is hiring an Associate Attorney for an in-person, client-facing role. You will be supported by mentor attorneys and advisors as you grow within our team.

This front-facing role involves working directly with clients on estate and financial planning decisions, helping protect what clients have built and plan for their futures. Prior estate planning experience is not mandatory but helpful.