Estate Planning Attorney

2 days ago


Portland, Oregon, United States Oath Law Full time
About Oath Law

Oath Law is a dynamic and forward-thinking law firm dedicated to helping individuals and families achieve their estate and financial planning goals. We believe in empowering our clients to make informed decisions about their future and providing them with the tools and resources they need to succeed.

Job Summary

We are seeking a highly motivated and experienced Associate Attorney to join our team. As an Associate Attorney, you will play a key role in delivering exceptional estate and financial planning services to our clients. You will work closely with our team of experienced attorneys and advisors to develop and implement customized estate plans that meet the unique needs and goals of our clients.

Responsibilities
  • Host and speak at public workshops to educate clients about estate and financial planning options
  • Meet with clients to gather information and make planning recommendations
  • Engage clients to move forward with preparation of estate planning documents
  • Review and finalize estate plans to ensure they meet client needs and wishes
  • Conduct document signing appointments with clients and provide guidance on their estate plan
  • Assess opportunities to provide integrated estate and financial planning services
  • Record detailed notes of client meetings and phone calls
  • Meet with mentor attorneys to discuss complex client matters and seek guidance
  • Communicate with clients, attorneys, and staff
Requirements
  • Excellent time management, problem-solving, and communication skills
  • Juris Doctorate and Licensed as an Attorney
  • Computer skills, including experience with Microsoft Office and Apple
  • Ability to work early evenings twice a month
  • Customer service experience
What We Offer
  • Generous base salary with bonus potential
  • Continuous and ongoing attorney mentorship
  • Flexible PTO
  • Health insurance with company contributions to premiums
  • Dental insurance
  • Vision insurance
  • Maternity/paternity leave after 1 year of employment
  • 401k with matching benefits


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