Remote Estate Planning Attorney

This role is a 100% remote, part-time position (~20 hours per week) starting immediately.

About the role

A leading wealth advisory firm is seeking a Temporary Trust & Estate Planning Attorney to provide consultative estate planning support for high-net-worth clients. The attorney will review existing estate planning documents, educate clients on their plans, and help identify potential planning considerations while collaborating closely with Wealth Advisors.

Responsibilities

• Review clients' existing estate planning documents (trusts, wills, powers of attorney, healthcare directives, etc.).
• Identify potential gaps, inconsistencies, or areas that may warrant review or updating.
• Provide general observations and recommendations regarding estate planning considerations.
• Suggest when clients should consult outside estate planning counsel for document amendments or updates.
• Collaborate closely with Wealth Advisors before client meetings to understand the client relationship and objectives.
• Support advisors by helping clients better understand their estate plans and overall wealth transfer strategies.
• Communicate diplomatically when discussing recommended changes or potential shortcomings in existing documents.

Requirements

• Active bar membership in good standing.
• 3+ years of Estate Planning experience.
• Strong understanding of trusts, wills, probate avoidance strategies, wealth transfer planning, and estate administration concepts.
• Exceptional interpersonal and client communication skills.
• Experience working with high-net-worth individuals and families preferred.
• Ability to collaborate effectively with financial advisors and other professionals.

Benefits

• Medical, vision, dental, and life and disability insurance.
• Eligibility to enroll in the company 401(k) plan.