Estate Planning Attorney
virtual vocationsNew York, NY
Estate Planning Attorney
APPLY NOW (opens in a new tab)About the role
To support a growing practice, the full-time Estate Planning Attorney will guide clients through the planning process, lead virtual meetings, and draft estate planning documents in a remote environment.
Key responsibilities:
Conduct virtual client meetings to gather information and present tailored estate planning strategies
Draft and review estate planning documents, including wills and trusts
Build and maintain strong relationships with financial advisors and their leadership teamsRequired qualificationsJuris Doctor degree from an accredited law school
Licensed to practice law and in good standing with at least one state bar
3+ years of experience in estate and trust planning
Strong knowledge of estate planning and trust funding; high-net-worth planning experience is a plus
Comfort working in a technology-enabled legal practice
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JOB OVERVIEW
Experience level
Manager
Location
New York, NY
Occupation
Lawyers
Industry
Offices of Lawyers
Posted
2 days ago
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