Estate Planning Attorney — Impactful Client Advocate

Oath; Columbus (OH); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Flexible PTO

Health, dental, and vision insurance

401(k) with matching

Maternity/Paternity leave after one년

Continuous attorney mentorship and 프로

Competitive base salary with bonus/CP

Job summary

Oath in Columbus, OH seeks an attorney to educate clients and design personalized estate plans. You will host workshops, conduct consultations, and collaborate with mentor attorneys.

This client-facing role blends education-based sales with rigorous analysis, requiring a JD, active license, and strong communication. Competitive compensation and full benefits are offered with a convenient office location.

Qualifications

• JD and active law license are required.
• Strong communication and time-management skills are essential.
• Comfort with public speaking and education-based sales is needed.
• Proficiency with MS Office and Apple software preferred.
• Customer service experience is a plus.
• Willingness to work early evenings twice a month.

Responsibilities

• Host and speak at public workshops to educate potential clients on estate and financial planning options.
• Conduct client consultations, gather information, and help clients take action.
• Design and review individualized estate plans to align with client goals.
• Lead document signing appointments, explain plans clearly, and address client questions.
• Collaborate with attorneys, advisors, and staff to deliver exceptional client 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

Problem solving

Persuasion

Customer service

Education

Juris Doctorate

Active law license

Tools

Microsoft Office

Apple software

Job description

Oath in Columbus, OH seeks an attorney to educate clients and design personalized estate plans. You will host workshops, conduct consultations, and collaborate with mentor attorneys.

This client-facing role blends education-based sales with rigorous analysis, requiring a JD, active license, and strong communication. Competitive compensation and full benefits are offered with a convenient office location.