Estate Planning Attorney — Mentored, Client-Focused Role

Oath; Green Bay (WI); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Mentorship and professional growth

Flexible PTO

Health, dental, and vision insurance

401(k) with matching

Parental leave after one year

Job summary

Oath Law & Planning - Estate and Financial Planning in Green Bay seeks an Associate Attorney to work in person with clients. You’ll lead client engagements, design estate plans, and guide signing appointments under the guidance of mentor attorneys.

We welcome attorneys eager to help people secure their life and legacy, with a front-facing role and ongoing professional development, including mentorship, flexible PTO, and a supportive team culture.

Qualifications

• Juris Doctorate and active law license.
• Strong communication, problem-solving, 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 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

Communication

Problem-solving

Time management

Public speaking

Sales skills

Customer service

Early-evening availability

Reliable transportation

Education

Juris Doctorate

Bar license

Tools

MS Office

Apple software

Job description

Oath Law & Planning - Estate and Financial Planning in Green Bay seeks an Associate Attorney to work in person with clients. You’ll lead client engagements, design estate plans, and guide signing appointments under the guidance of mentor attorneys.

We welcome attorneys eager to help people secure their life and legacy, with a front-facing role and ongoing professional development, including mentorship, flexible PTO, and a supportive team culture.