Remote Tax & Estate Planning Attorney – Join a Fast-Growing Estate Planning Technology Firm

Wisepath Group; United States; Remote; USD 80,000 - 120,000; Full time

Job summary

Wisepath Group is seeking a Remote Tax & Estate Planning Attorney to join their legal team. The ideal candidate will have a strong background in estate planning and tax law, with the ability to conduct consultations and draft legal documents. Enjoy flexibility with a fully remote work environment and opportunities for professional development.

Benefits

Flexible Work Environment

Professional Development Opportunities

Technology-Driven Practice

Qualifications

• Active and in good standing licensed attorney.
• Minimum of 3 years estate planning experience, 5+ preferred.
• Experience with estate planning software preferred.

Responsibilities

• Conduct virtual consultations for tailored estate planning strategies.
• Prepare and finalize legal documents including trusts and wills.
• Advise on estate and gift tax planning and compliance.

Skills

Client-Focused Sales Ability

Exceptional Communication Skills

Technical Proficiency

Education

Licensed Attorney

Experience in estate planning

Tools

Estate planning software

Job description

About Us

At Wisepath & Estate Mentors, we are a leading estate planning technology company, delivering high-quality trust packages to clients nationwide. Our mission is to empower individuals and families to protect their assets, minimize tax liabilities, and build comprehensive, personalized estate plans. We combine innovative technology with a client-first approach to offer exceptional remote legal services.

We are expanding our legal team and seeking a Remote Tax & Estate Planning Attorney with a strong background in estate planning, trust drafting, tax law, and client counseling. If you have a passion for guiding clients through complex planning strategies and providing exceptional service in a virtual environment, we want to hear from you!

Key Responsibilities

Client Consultation & Strategic Planning: Conduct virtual consultations to assess client needs and develop tailored estate planning strategies.

Drafting & Review: Prepare, review, and finalize estate planning documents, including revocable trusts, irrevocable trusts, wills, powers of attorney, and other legal instruments.

Tax Planning & Probate Guidance: Advise clients on estate and gift tax planning, asset protection, and probate matters where applicable.

Compliance & Continuing Education: Stay up-to-date on federal and state estate planning laws, tax codes, and probate regulations to ensure best practices.

Client Education & Engagement: Clearly explain estate planning concepts and legal options to clients, fostering trust and confidence throughout the process.

Team Collaboration: Work with an experienced remote team of attorneys, paralegals, and client service specialists to deliver outstanding service.

Qualifications

Licensed Attorney: Active and in good standing in at least one U.S. state.
Estate Planning Expertise: Minimum of 3 years of experience in estate planning, trust drafting, and probate law (5+ years preferred).
Client-Focused Sales Ability: Skilled at presenting and explaining complex legal strategies in a client-friendly and persuasive manner.
Technical Proficiency: Experience with estate planning software (e.g., WealthCounsel, ElderDocx, or similar platforms) is preferred.
Exceptional Communication Skills: Outstanding verbal and written communication skills to build rapport and guide clients confidently.
Flexible Availability: Willingness to accommodate client scheduling needs, including occasional evenings and weekends.

Competitive Compensation: Based on experience and expertise. Please include your total hourly compensation expectations with your application.
Fully Remote & Flexible Work Environment: Work from anywhere in the U.S., with the ability to manage your own schedule.
Professional Development Opportunities: Collaborate with a forward-thinking legal team and gain exposure to a diverse range of estate planning and tax cases.
️ Technology-Driven Practice: Use cutting-edge software and systems to streamline workflow, improve accuracy, and enhance client experience.

Do you have three or more years of hands-on experience with estate planning and trust drafting?*

Could you please share your total compensation expectations on an hourly basis?*

Are you experienced with estate planning and tax software? If yes, which programs have you worked with? Would you feel comfortable using WealthCounsel?*

In addition to general estate planning, what other related work are you comfortable performing? Our practice often includes asset recovery, Medicaid planning, and trust funding.*

Do you currently possess a full bar license? If so, please specify the state of licensure.*