Virtual Tax & Estate Planning Attorney (Nationwide)

ZipRecruiter; Phoenix (AZ); Remote; USD 80,000 - 120,000; Full time

Job summary

An innovative estate planning technology firm is seeking a Remote Tax & Estate Planning Attorney to join their expanding team. This role offers the opportunity to work from anywhere in the U.S., providing exceptional legal services through virtual consultations. You will guide clients through complex estate planning strategies, ensuring compliance with the latest laws while fostering trust and confidence. With a focus on client satisfaction and a collaborative remote environment, this position is perfect for those passionate about making a difference in clients' lives while enjoying a flexible work schedule.

Benefits

Fully Remote Work

Flexible Work Environment

Professional Development Opportunities

Technology-Driven Practice

Qualifications

• Active licensed attorney with a minimum of 3 years in estate planning.
• Exceptional communication skills to guide clients confidently.

Responsibilities

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

Skills

Estate Planning

Trust Drafting

Tax Law

Client Counseling

Communication Skills

Sales Ability

Education

Juris Doctor (JD)

Tools

WealthCounsel

ElderDocx

Job description

Job DescriptionJob DescriptionRemote Tax & Estate Planning Attorney – Join a Fast-Growing Estate Planning Technology FirmAbout 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 ).
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 .
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.

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