Estate Planning Attorney – Mentored Growth & Impact

Oath; Indianapolis (IN); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with matching

Flexible PTO

Maternity/Paternity leave

Job summary

Oath is seeking client-facing attorneys to deliver estate and financial planning services. You will host workshops, conduct client consultations, and design plans, working with mentor attorneys to ensure high-quality outcomes.

No prior estate planning experience is required; we provide training, ongoing mentorship, and a collaborative team environment designed to positively impact clients nationwide.

Qualifications

• JD and active law license required.
• Strong communication, problem-solving and time management skills.
• Comfort with public speaking and education-based sales.

Responsibilities

• Host and speak at public workshops educating clients on estate and financial planning.
• Conduct client consultations and gather information for action.
• Design and review individualized estate plans to align with client goals.
• Lead document signing appointments and address client questions.
• Collaborate with attorneys, advisors, and staff to deliver service.
• Maintain detailed electronic records of meetings and communications.
• Meet weekly with 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

Client education

Communication

Time management

Microsoft Office

Apple software

Education

Juris Doctorate

Tools

MS Office

Apple software

Job description

Oath is seeking client-facing attorneys to deliver estate and financial planning services. You will host workshops, conduct client consultations, and design plans, working with mentor attorneys to ensure high-quality outcomes.

No prior estate planning experience is required; we provide training, ongoing mentorship, and a collaborative team environment designed to positively impact clients nationwide.