Estate Planning Attorney – Client-Focused, Mentored

Oath; Lexington (KY); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Profit sharing

Attorney mentorship

Flexible PTO

Health, dental, vision insurance

401(k) with matching

Parental leave

Job summary

Oath is hiring an Associate Attorney in Lexington, Kentucky. This in-person, client-facing role offers mentorship and growth within our estate and financial planning team. You will guide clients through estate plans, lead workshops, and collaborate with a multidisciplinary team to deliver thoughtful, compliant solutions.

Juris Doctorate and active license required; we value clear communication, integrity, and a genuine commitment to helping clients plan for the future.

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 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

Problem solving

Time management

Public speaking

Persuasion

Education-based sales

Microsoft Office

Apple software

Customer service experience

Early evenings availability

Reliable transportation

Education

Juris Doctorate

Job description

Oath is hiring an Associate Attorney in Lexington, Kentucky. This in-person, client-facing role offers mentorship and growth within our estate and financial planning team. You will guide clients through estate plans, lead workshops, and collaborate with a multidisciplinary team to deliver thoughtful, compliant solutions.

Juris Doctorate and active license required; we value clear communication, integrity, and a genuine commitment to helping clients plan for the future.