Estate Planning Attorney — Public Speaking & Client Impact

Oath; San Gabriel (CA); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

Flexible PTO

401(k) with matching

Mentor attorney guidance

Maternity/Paternity leave after one年

Job summary

Oath is seeking an Associate Attorney in San Gabriel, California, to lead public workshops, conduct client consultations, and design tailored estate plans. You will collaborate with attorneys and staff to deliver exceptional service and grow professionally under mentor guidance.

Candidates should hold a JD and active license, be adept at communication, and comfortable with public speaking. Excellent organizational skills and a client-focused approach are required.

Qualifications

• Juris Doctorate and active law license required.
• Strong communication, problem-solving, and time management skills.
• Comfort with public speaking and education-based sales.
• Proficiency with Microsoft Office and Apple software.
• Customer service experience is a plus.
• Willingness to work early evenings twice a month.

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 meet client goals.
• Lead document signing appointments 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 guidance and development.
• Engage clients in integrated estate and financial planning discussions.
• Respond promptly to client needs via email and phone.

Job description

Oath is seeking an Associate Attorney in San Gabriel, California, to lead public workshops, conduct client consultations, and design tailored estate plans. You will collaborate with attorneys and staff to deliver exceptional service and grow professionally under mentor guidance.

Candidates should hold a JD and active license, be adept at communication, and comfortable with public speaking. Excellent organizational skills and a client-focused approach are required.