Estate Planning Attorney

About the Company

Anderson Advisors is a nationally recognized business advisory firm serving entrepreneurs, business owners, investors, and high-net-worth individuals. Through a broad suite of entity formation, asset protection, tax, estate planning, and business advisory services, we help clients build, protect, and grow their wealth.

As the organization continues to scale, we are investing in operational excellence, leadership depth, and organizational maturity to support sustainable growth while maintaining the entrepreneurial culture that has fueled our success.

Job Purpose:

To provide expert legal advice and services related to estate planning, including drafting living trusts, wills, and other estate planning documents. This role involves working closely with clients nationwide, speaking at seminars, and collaborating with other departments to ensure comprehensive client service.


Key Responsibilities:

Client Consultation:

• Draft and consult with clients on living trusts and estate plans, mostly by phone with clients nationwide.
• Meet with prospective clients to design estate plans and offer services.
• Consult with existing clients over the phone to review and update their estate plans.

Seminar Participation:

• Speak at live seminars across the country, engaging and educating attendees on estate planning and asset protection.
• Provide follow-up consultations to seminar attendees to convert leads into clients.

Client Management:

• Serve as a liaison with Anderson's tax and other planning departments to ensure integrated client services.
• Manage client relationships, ensuring satisfaction and addressing any concerns or questions.

Special Projects:

• Engage in special projects related to client matters involving estate planning, consulting, and research.
• Stay current with changes in estate planning laws and best practices to provide the highest quality service to clients.