Estate Planning Attorney — Client-Focused Leader & Mentor

Oath Planning; Baltimore (MD); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with matching

Flexible PTO

Mentorship program

Maternity and paternity leave

Job summary

Oath Planning, based in Baltimore, MD, is seeking an Associate Attorney to join our estate and financial planning team. This front-facing role involves working directly with clients to protect their legacies and provide clarity for their future.

You will lead workshops, meet with clients, design personalized estate plans, and collaborate with attorneys and staff to deliver exceptional service. A JD and active license are required, with mentorship and growth opportunities offered.

Qualifications

• Juris Doctorate and active law license.
• Strong communication, problem-solving, and time management skills.
• Comfort with public speaking and education-based sales.
• Proficiency in Microsoft Office and Apple software preferred.
• Customer service experience preferred.
• Willingness to work early evenings twice a month.
• Reliable transportation—personal vehicle preferred.

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.
• Respond promptly and thoughtfully to client needs via email and phone.

Skills

Strong communication

Public speaking

Problem-solving

Time management

Education-based sales

Customer service experience

Education

Juris Doctorate

Tools

Microsoft Office

Apple software

Job description

Oath Planning, based in Baltimore, MD, is seeking an Associate Attorney to join our estate and financial planning team. This front-facing role involves working directly with clients to protect their legacies and provide clarity for their future.

You will lead workshops, meet with clients, design personalized estate plans, and collaborate with attorneys and staff to deliver exceptional service. A JD and active license are required, with mentorship and growth opportunities offered.