Estate Planning Attorney: Mentored, Client-Facing, Impact

Oath; Phoenix (AZ); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Competitive base salary

Mentorship program

Flexible PTO

Health, dental, and vision insurance

401(k) with match

Parental leave

Culture of collaboration

Job summary

Oath Law & Planning — Estate and Financial Planning in Phoenix, AZ seeks an Associate Attorney to work in-person with clients and mentors. You will lead workshops, meet for consultations, and design personalized estate plans while guiding clients through signing appointments.

No prior estate planning experience is required; training is provided as you help clients protect their legacy and future. This role emphasizes client-facing education and collaborative teamwork.

Qualifications

• Juris Doctorate and an active law license are required.
• Willingness to engage in client-facing work and community education is essential.
• Strong written and verbal communication skills with attention to detail is required.

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

Skills

Strong communication

Public speaking

Time management

Problem solving

Education-based sales

Education

Juris Doctorate (JD)

Active law license

Tools

Microsoft Office

Apple software

Job description

Oath Law & Planning — Estate and Financial Planning in Phoenix, AZ seeks an Associate Attorney to work in-person with clients and mentors. You will lead workshops, meet for consultations, and design personalized estate plans while guiding clients through signing appointments.

No prior estate planning experience is required; training is provided as you help clients protect their legacy and future. This role emphasizes client-facing education and collaborative teamwork.