Estate Planning Attorney — Client-Focused Mentor

Oath; Tulsa (OK); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with matching

Flexible PTO

Parental leave

Mentorship program

Job summary

Oath is accepting applications for an Associate Attorney role in Tulsa, Oklahoma. This in-person, client-facing position will place you in a supportive environment with mentor attorneys and advisors as you grow within our team.

You will educate clients on estate and financial planning, design personalized plans, and guide clients through signing appointments. Strong communication and presentation skills will help you thrive in this front-facing role.

Qualifications

• Juris Doctorate with active license to practice law.
• Strong client-facing and advisory capabilities.
• Comfort with presenting in groups and one-on-one settings.

Responsibilities

• Lead workshops to educate clients on estate and financial planning options.
• Meet with clients in consultations and gather necessary information.
• Design and review personalized estate plans aligned with client goals.
• Guide clients through document signing appointments and explain plans.
• Collaborate with attorneys, advisors, and staff for seamless service.
• Maintain detailed electronic records of meetings and communications.
• Meet weekly with a mentor attorney for guidance and development.
• Engage clients in integrated estate and financial planning discussions.
• Respond promptly to client needs via email and phone.

Skills

Public speaking

Communication

Time management

Customer service

Problem-solving

Education

Juris Doctorate

Active law license

Tools

Microsoft Office

Apple software

Job description

Oath is accepting applications for an Associate Attorney role in Tulsa, Oklahoma. This in-person, client-facing position will place you in a supportive environment with mentor attorneys and advisors as you grow within our team.

You will educate clients on estate and financial planning, design personalized plans, and guide clients through signing appointments. Strong communication and presentation skills will help you thrive in this front-facing role.