Estate Planning Attorney: Client‑Focused & Mentorship‑Driven

Oath; Houston (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Mentorship by experienced attorneys

Flexible PTO

Health, dental, and vision insurance w

401(k) with matching

Maternity and paternity leave after 1年

Job summary

Oath is seeking an Associate Attorney in Houston, TX to join our Estate and Financial Planning team. This in-person, client-facing role offers mentorship by senior attorneys and the opportunity to guide clients through life and legacy decisions.

You’ll lead client consultations, design estate plans, support signing appointments, and collaborate with a multidisciplinary team. No prior estate planning experience is required—we’ll train you; strong communication and a willingness to learn are

Qualifications

• JD and active law license required.
• Strong communication, problem-solving, and time management skills.
• Comfort with public speaking and education-based conversations.
• Proficiency in Microsoft Office and Apple software preferred.
• Customer service experience is a plus.
• Willingness to work early evenings twice a month.
• Reliable transportation preferred.

Responsibilities

• Lead client workshops and 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 guidance and development.
• Engage clients in integrated estate and financial planning discussions.
• Respond promptly to client needs via email and phone.

Skills

Strong communication

Time management

Public speaking

Client service

Willingness to learn

Reliability

Education

Juris Doctorate + active license

Tools

Microsoft Office

Apple software

Job description

Oath is seeking an Associate Attorney in Houston, TX to join our Estate and Financial Planning team. This in-person, client-facing role offers mentorship by senior attorneys and the opportunity to guide clients through life and legacy decisions.

You’ll lead client consultations, design estate plans, support signing appointments, and collaborate with a multidisciplinary team. No prior estate planning experience is required—we’ll train you; strong communication and a willingness to learn are