Virtual Tax & Estate Planning Attorney - Remote

Overview

We are Wisepath & Estate Mentors a leading estate planning technology company dedicated to providing high-quality trust packages to clients nationwide. Our mission is to help individuals and families protect their assets, minimize tax burdens, and create comprehensive estate plans tailored to their unique needs. We leverage technology and a client-focused approach to deliver exceptional service remotely.

In Short

• Conduct virtual consultations with clients to assess their estate planning needs.
• Draft, review, and finalize estate planning documents.
• Advise clients on tax implications related to estate planning.
• Stay current on federal and state estate planning laws.
• Effectively communicate estate planning concepts to clients.
• Work closely with a team of legal professionals in a remote environment.

Requirements

• Must be actively licensed and in good standing in at least one U.S. state.
• Minimum of 3 years of experience in estate planning.
• Ability to explain estate planning strategies clearly.
• Experience with estate planning and tax software preferred.
• Excellent verbal and written communication skills.
• Open to working flexible hours, including some weekends.

Benefits

• Competitive Compensation based on experience.
• Fully Remote & Flexible Work Environment.
• Professional Growth Opportunities.
• Leverage cutting-edge tools for document preparation.