This is a primarily remote, hybrid position that includes regular in-office days for training ... attorney and our drafting partners. • Review work carefully to ensure names, dates, documents ...
This is a primarily remote, hybrid position that includes regular in-office days for training ... attorney and our drafting partners. • Review work carefully to ensure names, dates, documents ...
Advanced Markets Consultant
Wyoming, MI · On-site +1
This opportunity is a remote role and can be based anywhere in the US. Key Accountabilities ... Knowledge of premium finance, estate planning, business succession, executive benefits, and related ...
New
Advanced Markets Consultant
Wyoming, MI · On-site +1
This opportunity is a remote role and can be based anywhere in the US. Key Accountabilities ... Knowledge of premium finance, estate planning, business succession, executive benefits, and related ...
New
This opportunity is a remote role and can be based anywhere in the US. Key Accountabilities ... Knowledge of premium finance, estate planning, business succession, executive benefits, and related ...
New
This opportunity is a remote role and can be based anywhere in the US. Key Accountabilities ... Knowledge of premium finance, estate planning, business succession, executive benefits, and related ...
New
... and estate planning vehicles. Our multidisciplinary team delivers highly tailored strategies ... Serve as a strategic and trusted advisor to clients, family offices, attorneys, investment advisors ...
... and estate planning vehicles. Our multidisciplinary team delivers highly tailored strategies ... Serve as a strategic and trusted advisor to clients, family offices, attorneys, investment advisors ...
Our team works with attorneys, probate courts, and estate administrators to locate rightful heirs ... Remote work opportunities Why Join Us * Unique and meaningful work helping people discover rightful ...
Our team works with attorneys, probate courts, and estate administrators to locate rightful heirs ... Remote work opportunities Why Join Us * Unique and meaningful work helping people discover rightful ...
... and real estate matters. This role sits at the intersection of legal practice and AI-driven ... planning and prioritization. Attorney Training and Technology Adoption * Design and deliver ...
... and real estate matters. This role sits at the intersection of legal practice and AI-driven ... planning and prioritization. Attorney Training and Technology Adoption * Design and deliver ...
... and real estate matters. This role sits at the intersection of legal practice and AI-driven ... planning and prioritization. Attorney Training and Technology Adoption * Design and deliver ...
... and real estate matters. This role sits at the intersection of legal practice and AI-driven ... planning and prioritization. Attorney Training and Technology Adoption * Design and deliver ...
... and real estate matters. This role sits at the intersection of legal practice and AI-driven ... planning and prioritization. Attorney Training and Technology Adoption * Design and deliver ...
... and real estate matters. This role sits at the intersection of legal practice and AI-driven ... planning and prioritization. Attorney Training and Technology Adoption * Design and deliver ...
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Flint, MI · Remote
This is a remote position with a full benefits package. The Lead Attorney is responsible for managing the attorneys and employees of the Michigan Division of the firm, whose primary clients are ...
Quick apply
Sr Attorney
Flint, MI · Remote
This is a remote position with a full benefits package. The Lead Attorney is responsible for managing the attorneys and employees of the Michigan Division of the firm, whose primary clients are ...
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This is a remote position with a full benefits package. The Lead Attorney is responsible for managing the attorneys and employees of the Michigan Division of the firm, whose primary clients are ...
Quick apply
Sr Attorney
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This is a remote position with a full benefits package. The Lead Attorney is responsible for managing the attorneys and employees of the Michigan Division of the firm, whose primary clients are ...
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This is a remote position with a full benefits package. The Lead Attorney is responsible for managing the attorneys and employees of the Michigan Division of the firm, whose primary clients are ...
Quick apply
Sr Attorney
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This is a remote position with a full benefits package. The Lead Attorney is responsible for managing the attorneys and employees of the Michigan Division of the firm, whose primary clients are ...
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This is a remote position with a full benefits package. The Lead Attorney is responsible for managing the attorneys and employees of the Michigan Division of the firm, whose primary clients are ...
Quick apply
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This is a remote position with a full benefits package. The Lead Attorney is responsible for managing the attorneys and employees of the Michigan Division of the firm, whose primary clients are ...
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This is a remote position with a full benefits package. The Supervising Attorney is responsible for managing the attorneys and employees of the Michigan Division of the firm, whose primary clients ...
Quick apply
Sr Attorney
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This is a remote position with a full benefits package. The Supervising Attorney is responsible for managing the attorneys and employees of the Michigan Division of the firm, whose primary clients ...
Sr Attorney
Detroit, MI · Remote
This is a remote position with a full benefits package. The Lead Attorney is responsible for managing the attorneys and employees of the Michigan Division of the firm, whose primary clients are ...
Quick apply
Sr Attorney
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This is a remote position with a full benefits package. The Lead Attorney is responsible for managing the attorneys and employees of the Michigan Division of the firm, whose primary clients are ...
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This is a remote position with a full benefits package. The Supervising Attorney is responsible for managing the attorneys and employees of the Michigan Division of the firm, whose primary clients ...
Quick apply
Sr Attorney
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This is a remote position with a full benefits package. The Supervising Attorney is responsible for managing the attorneys and employees of the Michigan Division of the firm, whose primary clients ...
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This is a remote position with a full benefits package. The Lead Attorney is responsible for managing the attorneys and employees of the Michigan Division of the firm, whose primary clients are ...
Quick apply
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This is a remote position with a full benefits package. The Lead Attorney is responsible for managing the attorneys and employees of the Michigan Division of the firm, whose primary clients are ...
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This is a remote position with a full benefits package. The Supervising Attorney is responsible for managing the attorneys and employees of the Michigan Division of the firm, whose primary clients ...
Quick apply
Sr Attorney
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This is a remote position with a full benefits package. The Supervising Attorney is responsible for managing the attorneys and employees of the Michigan Division of the firm, whose primary clients ...
Lead Attorney
Grand Rapids, MI · Remote
This is a remote position with a full benefits package. The Lead Attorney is responsible for managing the attorneys and employees of the Michigan Division of the firm, whose primary clients are ...
Quick apply
Lead Attorney
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This is a remote position with a full benefits package. The Lead Attorney is responsible for managing the attorneys and employees of the Michigan Division of the firm, whose primary clients are ...
Lead Attorney
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This is a remote position with a full benefits package. The Lead Attorney is responsible for managing the attorneys and employees of the Michigan Division of the firm, whose primary clients are ...
Quick apply
Lead Attorney
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This is a remote position with a full benefits package. The Lead Attorney is responsible for managing the attorneys and employees of the Michigan Division of the firm, whose primary clients are ...
Lead Attorney
Ann Arbor, MI · Remote
This is a remote position with a full benefits package. The Lead Attorney is responsible for managing the attorneys and employees of the Michigan Division of the firm, whose primary clients are ...
Quick apply
Lead Attorney
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This is a remote position with a full benefits package. The Lead Attorney is responsible for managing the attorneys and employees of the Michigan Division of the firm, whose primary clients are ...
Remote Estate Planning Attorney information
What is a remote estate planning attorney?
A Remote Estate Planning Attorney provides legal services related to wills, trusts, and estate planning without requiring in-person meetings. They work with clients virtually to draft, review, and finalize estate documents, ensuring legal compliance and protection of assets. Using phone calls, video conferencing, and secure document-sharing platforms, they offer flexible and accessible legal counsel. This role allows attorneys to serve clients across different locations while maintaining efficiency and convenience.
What does a typical workday look like for a remote estate planning attorney?
A typical workday for a Remote Estate Planning Attorney involves consulting with clients via phone or video conferencing, drafting estate planning documents such as wills and trusts, and guiding clients through the legal implications of their choices. Attorneys may also conduct virtual collaboration with colleagues or support staff and review legal documents using secure online platforms. Time is often balanced between client-facing meetings and independent legal research or document preparation. The remote structure allows for flexible scheduling while still upholding stringent confidentiality and compliance standards. Expect to use a variety of digital tools to securely manage documents, communications, and scheduling.
What are the key skills and qualifications needed to thrive as a remote estate planning attorney?
To thrive as a Remote Estate Planning Attorney, you need a Juris Doctor (JD), active state bar licensure, and a strong grasp of estate planning laws, wills, trusts, and probate procedures. Familiarity with virtual meeting platforms, secure document management systems, and legal research databases like Westlaw or LexisNexis is essential. Excellent client communication, attention to detail, and the ability to work independently are valuable soft skills in this remote setting. These capabilities are vital to provide accurate legal counsel, maintain data security, and deliver a seamless client experience from a distance.
What are the most commonly searched types of Estate Planning Attorney jobs in Michigan?
The most popular types of Estate Planning Attorney jobs in Michigan are:
What are popular job titles related to Remote Estate Planning Attorney jobs in Michigan?
For Remote Estate Planning Attorney jobs in Michigan, the most frequently searched job titles are:
What job categories do people searching Remote Estate Planning Attorney jobs in Michigan look for?
The top searched job categories for Remote Estate Planning Attorney jobs in Michigan are:
What cities in Michigan are hiring for Remote Estate Planning Attorney jobs?
Cities in Michigan with the most Remote Estate Planning Attorney job openings:
Client Services Director - Estate Planning
Grosse Pointe, MI • On-site, Remote
Trinity Estate Planning PLLC
Full-time
Re-posted 20 days ago
Job description
Description
At Trinity Estate Planning, we believe estate planning is about much more than wills, trusts, and legal documents.
Every family that walks through our door is trusting us with one of the most personal conversations of their lives. We don't take that responsibility lightly. We approach every client relationship with care, compassion, and excellence because we believe details matter when people matter.
We're looking for a Client Services Director who wants to become a key part of our growing firm. This is a primarily remote, hybrid position that includes regular in-office days for training, client meetings, and team collaboration, with the flexibility to evolve as our firm's needs change.
This is much more than an administrative role.
You will often be the first voice prospective clients hear and one of the most consistent people they interact with throughout their planning journey. You'll help create an experience where clients feel welcomed, informed, cared for, and confident every step of the way.
You'll coordinate moving pieces, solve problems, improve systems, and ensure every detail is handled with care because the work we do today can affect families for generations.
One of the greatest compliments we receive is when clients say, "That was so much easier than I expected."
You'll play an important role in making that happen.
Responsibilities
What You'll Own
• Guide prospective clients through their first interactions with our firm and schedule consultations.
• Manage client communication throughout the planning process so clients always know what to expect.
• Coordinate document preparation, signings, and plan completion with the attorney and our drafting partners.
• Review work carefully to ensure names, dates, documents, and communications are accurate and complete.
• Manage our practice management systems and help ensure nothing falls through the cracks.
• Coordinate workshops, speaking engagements, and client follow-up.
• Help continually improve the client experience by identifying opportunities to make our systems more efficient, thoughtful, and reliable.
Qualifications
• Exceptional customer service and relationship-building skills.
• Excellent written and verbal communication skills.
• Strong organizational skills with exceptional attention to detail.
• Comfortable learning and using technology, including Microsoft 365 and CRM or practice management software (Clio experience is a plus but not required).
• A proactive, self-motivated approach with the ability to take ownership and solve problems independently.
• A commitment to continuous learning and improving systems and processes.
• A caring, positive attitude and a genuine desire to help people during important moments in their lives.
At Trinity Estate Planning, we believe estate planning is about much more than wills, trusts, and legal documents.
Every family that walks through our door is trusting us with one of the most personal conversations of their lives. We don't take that responsibility lightly. We approach every client relationship with care, compassion, and excellence because we believe details matter when people matter.
We're looking for a Client Services Director who wants to become a key part of our growing firm. This is a primarily remote, hybrid position that includes regular in-office days for training, client meetings, and team collaboration, with the flexibility to evolve as our firm's needs change.
This is much more than an administrative role.
You will often be the first voice prospective clients hear and one of the most consistent people they interact with throughout their planning journey. You'll help create an experience where clients feel welcomed, informed, cared for, and confident every step of the way.
You'll coordinate moving pieces, solve problems, improve systems, and ensure every detail is handled with care because the work we do today can affect families for generations.
One of the greatest compliments we receive is when clients say, "That was so much easier than I expected."
You'll play an important role in making that happen.
Responsibilities
What You'll Own
• Guide prospective clients through their first interactions with our firm and schedule consultations.
• Manage client communication throughout the planning process so clients always know what to expect.
• Coordinate document preparation, signings, and plan completion with the attorney and our drafting partners.
• Review work carefully to ensure names, dates, documents, and communications are accurate and complete.
• Manage our practice management systems and help ensure nothing falls through the cracks.
• Coordinate workshops, speaking engagements, and client follow-up.
• Help continually improve the client experience by identifying opportunities to make our systems more efficient, thoughtful, and reliable.
Qualifications
• Exceptional customer service and relationship-building skills.
• Excellent written and verbal communication skills.
• Strong organizational skills with exceptional attention to detail.
• Comfortable learning and using technology, including Microsoft 365 and CRM or practice management software (Clio experience is a plus but not required).
• A proactive, self-motivated approach with the ability to take ownership and solve problems independently.
• A commitment to continuous learning and improving systems and processes.
• A caring, positive attitude and a genuine desire to help people during important moments in their lives.