Estate Planning Attorney — Client-Focused & Mentored

Oath; Birmingham (AL); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Insurance benefits

401(k) matching

Mentorship program

Flexible PTO

Profit sharing

Job summary

Oath Law & Planning in Birmingham, Alabama, is seeking an Associate Attorney for an in-person, client-facing role focused on estate and financial planning. You will work directly with clients to determine goals, draft plans, and guide decisions, with mentorship from senior attorneys to support growth.

No prior estate planning experience is required—we provide training and a pathway to develop expertise while helping clients protect what they’ve built and plan for the future.

Qualifications

• Juris Doctorate and active law license.
• Strong communication and time management skills.
• Comfort with public speaking and education-based sales.
• Proficiency in Microsoft Office and Apple software.
• 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 and financial 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 of 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 development.
• Engage clients in integrated estate and financial planning discussions.
• Respond promptly and thoughtfully to client needs via email and phone.

Skills

Client-facing

Public speaking

Communication

Time management

Problem solving

Education

Juris Doctorate

Active law license

Tools

Microsoft Office

Apple software

Job description

Oath Law & Planning in Birmingham, Alabama, is seeking an Associate Attorney for an in-person, client-facing role focused on estate and financial planning. You will work directly with clients to determine goals, draft plans, and guide decisions, with mentorship from senior attorneys to support growth.

No prior estate planning experience is required—we provide training and a pathway to develop expertise while helping clients protect what they’ve built and plan for the future.