Estate Planning Attorney: Public-Speaking & Client Impact

Oath

Minneapolis (MN)

On-site

USD 110,000 - 150,000

Full time

14 days+
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Benefits offered by this job

Flexible PTO
Health, dental, and vision insurance
401(k) with matching
Maternity/Paternity leave after one年

Job summary

Oath is seeking an Associate Attorney in Minneapolis, MN to help families plan their estate and finances. You will host workshops, meet clients, gather information, and design personalized estate plans aligned with their goals.

The role rewards strong communication, public speaking, collaboration with mentors and staff, and ongoing professional development. A JD and active license are required, with a competitive base salary plus commissions and a full benefits package.

Qualifications

  • Juris Doctorate and active law license.
  • Strong communication 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.
  • Competitive base salary with performance-based commissions.
  • Continuous attorney mentorship and professional development.
  • Flexible PTO and comprehensive benefits.
  • 401(k) with matching and family leave options.
  • Maternity/Paternity leave after one year.

Responsibilities

  • Host and speak at public workshops to educate potential clients on estate and financial planning options
  • Conduct client consultations, gather necessary information, and help clients take action
  • Design and review individualized estate plans to ensure alignment 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 professional 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
Customer service

Education

Juris Doctorate

Tools

Microsoft Office
Apple software

Job description

Oath is seeking an Associate Attorney in Minneapolis, MN to help families plan their estate and finances. You will host workshops, meet clients, gather information, and design personalized estate plans aligned with their goals.

The role rewards strong communication, public speaking, collaboration with mentors and staff, and ongoing professional development. A JD and active license are required, with a competitive base salary plus commissions and a full benefits package.

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