Estate Planning Attorney | Public Speaker & Client Impact

Oath Planning; Philadelphia (Philadelphia County); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with matching

Flexible PTO

Maternity/Paternity leave after one y

Mentor attorney guidance

Job summary

Oath in Philadelphia seeks an Associate Attorney for its Estate and Financial Planning team. You’ll conduct client consultations, design tailored estate plans, lead signing appointments, and collaborate with mentors to deliver exceptional service.

Public workshops will educate potential clients about planning options and help clients take decisive steps toward their goals. No prior estate planning experience is required; you’ll receive ongoing mentorship, flexible PTO, and a supportive,

Qualifications

• Juris Doctorate and active law license.
• Strong communication, problem-solving and time management skills.
• Comfort with public speaking and education-based sales.
• Proficiency with MS Office and Apple software preferred.
• Customer service experience preferred.
• Willingness to work early evenings twice a month.
• Mentorship and professional development offered.
• Flexible PTO and comprehensive benefits.

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

Skills

Strong communication

Problem-solving

Time management

Public speaking

Customer service

Attention to detail

Professional mentorship

Education

Juris Doctorate

Active law license

Tools

Microsoft Office

Apple software

Job description

Oath in Philadelphia seeks an Associate Attorney for its Estate and Financial Planning team. You’ll conduct client consultations, design tailored estate plans, lead signing appointments, and collaborate with mentors to deliver exceptional service.

Public workshops will educate potential clients about planning options and help clients take decisive steps toward their goals. No prior estate planning experience is required; you’ll receive ongoing mentorship, flexible PTO, and a supportive,