Virtual Tax & Estate Planning Attorney (Nationwide)

Wisepath Financial Group; Las Vegas (NV); Remote; USD 100,000 - 125,000; Full time

Job summary

Join a fast-growing estate planning technology firm as a Remote Tax & Estate Planning Attorney. This role offers the chance to work with a dedicated team, providing exceptional legal services to clients nationwide. You will conduct virtual consultations, draft essential legal documents, and guide clients through complex tax and estate planning strategies. With a focus on innovative technology and a client-first approach, this position allows for a fully remote and flexible work environment, making it an exciting opportunity for those passionate about helping clients protect their assets and navigate the intricacies of estate planning.

Benefits

Competitive Compensation

Fully Remote & Flexible Work Environment

Professional Development Opportunities

Technology-Driven Practice

Qualifications

• Active and in good standing as a licensed attorney in at least one U.S. state.
• Minimum of 3 years of experience in estate planning and trust drafting.

Responsibilities

• Conduct virtual consultations to assess client needs and develop tailored estate planning strategies.
• Prepare, review, and finalize estate planning documents, including trusts and wills.

Skills

Estate Planning

Trust Drafting

Tax Law

Client Counseling

Communication Skills

Education

Licensed Attorney

3+ years of Estate Planning experience

Tools

WealthCounsel

ElderDocx

Job description

5 days ago Be among the first 25 applicants

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

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

1. Client Consultation & Strategic Planning: Conduct virtual consultations to assess client needs and develop tailored estate planning strategies
2. Drafting & Review: Prepare, review, and finalize estate planning documents, including revocable trusts, irrevocable trusts, wills, powers of attorney, and other legal instruments
3. Tax Planning & Probate Guidance: Advise clients on estate and gift tax planning, asset protection, and probate matters where applicable
4. Compliance & Continuing Education: Stay up-to-date on federal and state estate planning laws, tax codes, and probate regulations to ensure best practices
5. Client Education & Engagement: Clearly explain estate planning concepts and legal options to clients, fostering trust and confidence throughout the process
6. 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.

Compensation & Benefits

• 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.