Remote Estate Planning Attorney Job Description

About the Role

We are seeking a focused, detail-oriented Remote Estate Planning Attorney to join our growing legal team. This position offers the opportunity to work from home while advising a wide range of clients on personal and family asset management. As part of our mission to make estate planning accessible and streamlined, you will play a vital role in creating peace of mind for individuals and families.

Key Responsibilities

• Draft, review, and revise wills, trusts, powers of attorney, and other estate documents.
• Counsel clients virtually on estate planning strategies and legal solutions.
• Conduct virtual meetings to gather information and explain legal documentation.
• Provide legal analysis based on evolving state and federal estate laws.
• Handle probate processes and assist clients in managing estate administration.
• Coordinate with financial advisors and tax professionals on complex estate plans.
• Maintain confidentiality and professionalism in all client communications.

Work Environment

• Fully remote setup — work from the comfort of your home office.
• Collaborate with a remote-first legal team via video calls and messaging platforms.
• Utilize modern communication tools to provide client-centric legal services.
• Flexible working hours to accommodate client schedules and work-life balance.
• Supportive team culture prioritizing professional integrity and client empathy.

Tools and Technology

• Cloud-based legal management software for document sharing and case tracking.
• Secure virtual meeting platforms for client consultations.
• Electronic signature and file storage systems to expedite legal workflows.
• Compliance-tracking tools to ensure all documentation meets current legal standards.
• Practice management dashboards for efficient case oversight.

Required Qualifications

• Juris Doctor (J.D.) degree from a recognized institution.
• Licensed to practice law and in good standing with a state bar.
• Minimum 3 years of focused experience in estate planning law.
• Demonstrated ability to manage estate cases independently in a remote setting.
• Deep understanding of wills, trusts, probate processes, and inheritance law.
• Excellent communication skills for remote client interaction.
• Excellent time management with a keen eye for accuracy and precision.
• Comfort with cloud-based tools and remote legal systems.

Preferred Skills

• Background in elder law, tax law, or family law.
• Familiarity with digital notary and e-filing systems.
• Experience in multi-jurisdictional estate planning.
• Understanding of Medicaid planning and charitable trusts.
• Ability to work with high-net-worth clients and complex portfolios.

Compensation and Benefits

• Annual salary: $85,000
• Remote work flexibility
• Ongoing professional development and CLE reimbursement
• Tech stipend for home office equipment
• Paid time off and observed holidays
• Wellness program access
• Opportunity to grow within a forward-thinking legal team

What You Bring

• A client-first mindset with a focus on thoughtful guidance
• The ability to break down legal complexities in a digestible format
• A knack for proactive legal planning and risk mitigation
• Commitment to protecting client legacies through sound counsel
• Accountability and autonomy in managing your caseload
• Passion for continuous learning and adapting to evolving legal practices
• Ability to build strong client relationships through virtual communication

Why Join Us?

We believe estate planning is more than paperwork—it's about securing the future. Our firm is redefining how clients experience legal services through a modern, compassionate, and accessible model. As a Remote Estate Planning Attorney here, you won’t just write legal documents—you’ll build trust and shape futures from behind the screen.

Our team thrives in a digital-first environment, designed for collaboration, clarity, and client connection. We champion transparent communication, modern tools, and purpose-driven work.

We are committed to fostering a culture that enables remote professionals to feel connected, supported, and inspired. Your voice matters here, and your contribution will have a direct impact on families navigating critical life decisions. With us, your legal expertise has the power to create security, confidence, and continuity for those who need it most.

Ready to Apply?

If you’re ready to make a meaningful difference from your home office, we want to hear from you. This is more than a remote job—it’s a chance to do meaningful work in a new, flexible way.

Apply today to become a trusted advisor in the estate planning space.