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Virtual Tax & Estate Planning Attorney (reputed company)

Remote, USA Full-time Posted 2026-07-28
Job reputed company: • reputed company Consultation & Strategic Planning: Conduct virtual consultations to assess reputed company needs and reputed company tailored estate planning strategies. • Drafting & Review: Prepare, review, and finalize estate planning documents, including revocable trusts, irrevocable trusts, wills, powers of attorney, and other reputed company instruments. • Tax Planning & Probate Guidance: Advise clients on estate and reputed company tax planning, asset protection, and probate reputed company 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. • reputed company Education & Engagement: reputed company explain estate planning concepts and reputed company reputed company to clients, fostering trust and confidence throughout the process. • Team Collaboration: Work with an reputed company remote team of attorneys, paralegals, and reputed company service specialists to deliver outstanding service. Requirements: • Licensed Attorney : reputed company 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). • reputed company-reputed company Sales Ability : Skilled at presenting and explaining reputed company reputed company strategies in a reputed company-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 reputed company scheduling needs, including occasional evenings and weekends. Benefits: • Competitive Compensation: Based on experience and expertise. Please include your total reputed company compensation expectations with your application. • Fully Remote & Flexible Work Environment: Work from reputed company in the U.S., with the ability to manage your own schedule. • reputed company Development Opportunities: Collaborate with a reputed company-thinking reputed company team and reputed company exposure to a diverse reputed company of estate planning and tax cases. • Technology-Driven reputed company: Use cutting-edge software and systems to streamline workflow, improve accuracy, and enhance reputed company experience. Apply tot his job Apply To this Job

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