Virtual Estate Planning Consultant

Job Overview A legal organization based in Fullerton, California seeks a Virtual Estate Planning Consultant. This is a fully remote position allowing you to work from anywhere, with the company based in The organization values professional excellence and commitment to client service in today's evolving legal landscape. The ideal candidate will have 8 of relevant experience and a demonstrated track record of success in their specialized area of practice. Key Responsibilities Provide comprehensive legal analysis and practical solutions for clients remotelyConduct thorough legal research using digital resourcesWork effectively with case-related personnel through virtual platformsMaintain organized digital case files and remote case management systemsUtilize digital collaboration tools and virtual meeting platforms effectivelyMaintain regular communication with team members and clients through remote channelsEnsure data security and confidentiality in a remote work environmentManage time effectively and maintain productivity while working independently Stay current with evolving laws, regulations, and legal precedents in your specialized area Collaborate with cross-functional teams to achieve organizational objectives Maintain the highest standards of professional ethics and client service Qualifications & Requirements Graduate of an accredited law school (for attorney roles)Relevant licensure or certification where requiredExceptional writing skills and attention to detailStrong critical thinking and problem-solving abilitiesExperience with remote work tools and technologies Exceptional legal writing skills and attention to detail Strong critical thinking and problem-solving abilities Excellent verbal communication and client relations skills Ability to work effectively in a collaborative professional environment Education & Certifications Juris Doctor from an ABA-accredited law school or equivalent legal education Appropriate licensure in California or eligibility for admission Relevant certifications and continuing legal education Required Skills & Competencies Legal ResearchDocument DraftingCase ManagementClient AdvisoryAnalytical ThinkingRemote Collaboration Strong organizational and time management abilities Ability to manage multiple priorities in a fast-paced environment Proficient in legal technology and case management software Business acumen and strategic thinking capabilities Compensation & Benefits Competitive salary range: $72,437 - $109,998 per year Comprehensive health, dental, and vision insurance coverage Retirement savings plan with employer matching contributions Professional development and continuing legal education support Generous paid time off, holiday schedule, and flexible work arrangements Performance-based bonuses and advancement opportunities Location Information Remote Position - Company based in Fullerton, California 92831, USA Experience Level 8 of relevant specialized experience required Why Join Our Team? We offer a challenging and rewarding professional environment where you can expand your expertise while working on sophisticated legal matters. Our commitment to professional development, diversity, and work-life balance makes us an employer of choice in the legal community. Application Process Qualified candidates are encouraged to apply through our online portal. We review applications on a rolling basis and will contact selected candidates for interviews.