Virtual Tax and Estate Planning Attorney

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June 19

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Wisepath Financial Group

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Finance • Fintech • Insurance

Wisepath Financial Group is a financial services company dedicated to guiding clients through the complexities of financial planning. They offer a wide range of services including estate strategies, retirement preparation, insurance and annuity reviews, and wealth building strategies. The team at Wisepath aims to understand clients' goals and dreams, committing to their success with objectivity and professionalism.

11 - 50 employees

Founded 2017

💸 Finance

💳 Fintech

📋 Description

• Join a Fast-Growing Estate Planning Technology Firm • Deliver high-quality trust packages to clients nationwide. • Empower individuals and families to protect their assets, minimize tax liabilities, and build comprehensive, personalized estate plans. • Combine innovative technology with a client-first approach to offer exceptional remote legal services. • Conduct virtual consultations to assess client needs and develop tailored estate planning strategies. • Prepare, review, and finalize estate planning documents, including revocable trusts, irrevocable trusts, wills, powers of attorney, and other legal instruments. • Advise clients on estate and gift tax planning, asset protection, and probate matters where applicable. • Stay up-to-date on federal and state estate planning laws, tax codes, and probate regulations to ensure best practices. • Clearly explain estate planning concepts and legal options to clients, fostering trust and confidence throughout the process. • Work with an experienced remote team to deliver outstanding service.

🎯 Requirements

• 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 preferred). • 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 preferred. • 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.

🏖️ Benefits

• Competitive Compensation : Based on experience and expertise. • 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.