Wisepath Financial Group
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.
Virtual Tax and Estate Planning Attorney
February 21
Wisepath Financial Group
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.
📋 Description
• Client Consultation & Strategy Development: Conduct virtual consultations with clients to assess their estate planning needs and recommend appropriate legal strategies. • Estate Planning Document Preparation & Review: Draft, review, and finalize estate planning documents, including revocable and irrevocable trusts, wills, powers of attorney, and related legal instruments. • Tax & Probate Guidance: Advise clients on tax implications related to estate planning and asset protection. Assist in probate matters when applicable. • Compliance & Legal Updates: Stay current on federal and state estate planning laws, tax codes, and probate regulations to ensure compliance and best practices. • Client Education & Sales Presentation: Effectively communicate estate planning concepts, ensuring clients understand their options and feel confident in their decisions. • Collaboration & Remote Work: Work closely with a team of legal professionals and support staff to provide seamless service to clients in a fully remote environment.
🎯 Requirements
• Licensed Attorney: Must be actively licensed 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). • Sales & Client Engagement Skills: Ability to explain estate planning strategies clearly and persuasively to clients. • Technical Proficiency: Experience with estate planning and tax software preferred. • Strong Communication Skills: Excellent verbal and written communication, with the ability to build rapport and trust with clients. • Availability: Open to working flexible hours, including some weekends, to accommodate client schedules.
🏖️ Benefits
• Competitive Compensation: Based on experience and skill level. • Fully Remote & Flexible Work Environment: Work from anywhere in the U.S. with a schedule that fits your lifestyle. • Professional Growth Opportunities: Collaborate with a respected legal team and gain exposure to a diverse range of estate planning cases. • Technology-Driven Work: Leverage cutting-edge tools to streamline document preparation and client communication.
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