Estate Planning Attorney - Client-Focused Mentor

Oath; Katy (TX); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Competitive base salary with profit-sh

Mentorship and professional develop

Flexible PTO

Health, dental, and vision insurance

401(k) with matching

Maternity and paternity leave after 1y

Job summary

Oath is seeking an Associate Attorney in Katy, Texas for an in-person, client-facing role in estate and financial planning. You’ll meet with clients, design and review estate plans, and guide them through signing appointments with mentorship from seasoned attorneys.

This role emphasizes education-based client service, with opportunities to teach and lead workshops, collaborate with advisors, and grow within a supportive team that empowers you to protect what matters for clients and their loved

Qualifications

• Juris Doctorate and active law license.
• Strong communication, problem-solving, and time management skills.
• Comfort with public speaking, persuasion, 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 estate planning options.
• Meet with clients in consultations, gather information, and help clients take action.
• Design and review personalized estate plans to align with client goals.
• Guide clients through document signing appointments and ensure understanding.
• 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 to client needs via email and phone.

Skills

Strong communication

Problem-solving

Time management

Public speaking

Education

Juris Doctorate

Active law license

Tools

Microsoft Office

Apple software

Job description

Oath is seeking an Associate Attorney in Katy, Texas for an in-person, client-facing role in estate and financial planning. You’ll meet with clients, design and review estate plans, and guide them through signing appointments with mentorship from seasoned attorneys.

This role emphasizes education-based client service, with opportunities to teach and lead workshops, collaborate with advisors, and grow within a supportive team that empowers you to protect what matters for clients and their loved