Hybrid Estate Planning Attorney: Seminars & Client Impact

Anderson Business Advisors; West Jordan (UT); Hybrid; USD 90,000 - 140,000; Full time

Benefits offered by this job

Hybrid work schedule

Onboarding program

Medical, dental, vision coverage

401(k) matching

Paid time off

Gym membership subsidy

Job summary

Anderson Business Advisors is seeking an estate planning attorney to draft living trusts and wills, consult with clients nationwide by phone, and present seminars across the country. The role involves collaborating with tax and planning teams to ensure integrated client services and ongoing professional development.

You will stay current with estate planning laws, manage client relationships, and participate in special projects to expand the practice and provide exceptional service to clients.

Qualifications

• JD from an accredited law school.
• Bar admission in good standing in any state.
• 1–3 years of estate planning or probate experience.
• Strong public speaking skills for seminars and client sessions.
• Self-motivated with a commitment to ongoing learning and professional development.

Responsibilities

• Draft and consult on living trusts and estate plans, mostly by phone with clients nationwide.
• Meet with prospective clients to design estate plans and offer services.
• Consult with existing clients to review and update plans.
• Speak at live seminars nationwide to educate attendees on estate planning and asset protection.
• Provide follow-up consultations to convert seminar leads into clients.
• Coordinate with tax and other planning departments to deliver integrated client services.
• Manage client relationships and address questions or concerns.
• Engage in special projects related to estate planning, consulting, and research.
• Stay current with changes in estate planning laws and best practices.

Skills

Public speaking

Client relations

Self-motivated

Education

Juris Doctor (JD)

Job description

Anderson Business Advisors is seeking an estate planning attorney to draft living trusts and wills, consult with clients nationwide by phone, and present seminars across the country. The role involves collaborating with tax and planning teams to ensure integrated client services and ongoing professional development.

You will stay current with estate planning laws, manage client relationships, and participate in special projects to expand the practice and provide exceptional service to clients.