Remote Estate Planning Attorney

A leading wealth advisory firm is seeking a Temporary Trust & Estate Planning Attorney to provide consultative estate planning support for high-net-worth clients. This role is focused on reviewing existing estate planning documents, educating clients on their plans, and helping identify potential planning considerations. The attorney will work closely with Wealth Advisors to enhance the client experience and support comprehensive wealth planning discussions.

Responsibilities:

• Review clients' existing estate planning documents (trusts, wills, powers of attorney, healthcare directives, etc.).
• Identify potential gaps, inconsistencies, or areas that may warrant review or updating.
• Provide general observations and recommendations regarding estate planning considerations.
• Suggest when clients should consult outside estate planning counsel for document amendments or updates.
• Collaborate closely with Wealth Advisors before client meetings to understand the client relationship and objectives.
• Support advisors by helping clients better understand their estate plans and overall wealth transfer strategies.
• Communicate diplomatically when discussing recommended changes or potential shortcomings in existing documents.

Details

• 100% remote
• Part time ~20 hours a week
• Starts immediately

For immediate consideration, email your resume to morgan.alessini@roberthalf[dotcom] with the subject line "Remote Estate Planning Attorney".

Qualifications:

• Active bar membership in good standing.
• 3+ years of Estate Planning experience.
• Strong understanding of trusts, wills, probate avoidance strategies, wealth transfer planning, and estate administration concepts.
• Exceptional interpersonal and client communication skills.
• Experience working with high-net-worth individuals and families preferred.
• Ability to collaborate effectively with financial advisors and other professionals.

Compensation

About Us

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.

Robert Half will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2025 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use and Privacy Notice.