In-Person Estate Planning Attorney—Mentored, Client-Facing

Oath; Buffalo (NY); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Mentorship and professional growth

Health, dental, vision insurance

401(k) with matching

Flexible PTO

Parental leave

Job summary

Oath Law & Oath Planning - Estate and Financial Planning in Buffalo, NY is seeking an Associate Attorney for a mandatory in-person role. You will work directly with clients, lead estate and financial planning conversations, and participate in ongoing mentorship while growing with a nationwide team.

The role emphasizes client education, clear communication, and hands-on experience in document preparation and signing.

Qualifications

• Juris Doctorate and active law license
• Strong communication, problem-solving, and time management skills
• Comfort with public speaking, persuasion, and education-based sales
• Proficiency in Microsoft Office and Apple software preferred
• Customer service experience preferred
• Willingness to work early evenings twice a month
• Reliable transportation - personal vehicle preferred

Responsibilities

• Lead workshops and speaking events to educate potential clients on estate and financial planning options
• Meet with clients in consultations, gather information, and help clients take action
• Design and review personalized estate plans to ensure alignment with client goals
• Guide clients through document signing appointments, making sure they understand their plans completely
• Collaborate with attorneys, advisors, and staff to deliver seamless client service
• Maintain detailed electronic records of client 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 and thoughtfully to client needs via email and phone

Skills

Public speaking

Communication skills

Time management

Customer service experience

Education

Juris Doctorate

Tools

Microsoft Office

Apple software

Job description

Oath Law & Oath Planning - Estate and Financial Planning in Buffalo, NY is seeking an Associate Attorney for a mandatory in-person role. You will work directly with clients, lead estate and financial planning conversations, and participate in ongoing mentorship while growing with a nationwide team.

The role emphasizes client education, clear communication, and hands-on experience in document preparation and signing.