Attorney: Estate Planning, Entity Formation, & Asset Protection

Who Are We?

Royal Legal Solutions helps over 2,000 investors nationwide with asset protection, estate planning, tax strategy, and portfolio analysis. We protect over $1.2 billion in assets and have saved over $10 million in lawsuits.

EXPERTISE

We are looking for senior level attorneys with expertise in:

• Private Foundations - Use of private foundations as a tax mitigation tool
• Business Client Expertise - Tax strategy and operational efficiency for $20MM+ ARR Business Owner Clients who need upgrades to corporate structure, tax shelters, estate tax, etc.
• Estate Planning - Wills & Directives, Revocable Trusts, Irrevocable Trusts, Medicaid Trusts, Estate Tax
• Tax Law & Shelters (for w2 clients and business owners)- Self-Directed IRA Trusts & LLCs, Solo 401(k)s, S-Corporations & Elections, C-Corporations, Defined Benefit Plans, Private Foundations. MBA, CFP certification, or CPA/EA license a plus.
• Asset Protection - LLCs, Series LLCs, Statutory Trusts, Anonymity Strategies, Corporations
• Bonus if you know about: Real Estate, Syndications, Deed & Transfers, Offshore Trusts, Life Insurance Strategies
• Bonus if you have any: Sales, Coaching or Education background or experience

This role is focused on:

• Client execution: Taking roadmap meetings, legal strategy sessions, and onboarding meetings
• Document implementation: Drafting, customizing, and reviewing entity documents, trusts, foundation materials, and commercial agreements
• Systems building: Creating templates, questionnaires, and processes that enable the firm to scale efficiently
• Problem-solving: Researching complex issues, proposing solutions, and implementing strategies that work across tax, entity, and estate planning disciplines

RESPONSIBILITIES

• Working from home using digital tools to interact with team members and clients
• Handling angry customers and resolving complaints
• Being a team player and coordinating with internal team members to resolve issues in a timely manner
• Researching new products and issues, and providing solutions to clients and team members
• Custom drafting for special requests
• Following internal processes and procedures to document meetings, client details, and project details
• Communicating with sales, marketing, paralegal, and customer success teams to ensure a seamless client experience
• Client Meetings via video calls (Legal Strategy, Onboarding, Document Review, Ongoing Strategy and Compliance)
• Explain complex tax, entity, and estate planning strategies in accessible language
• Draft and customize: Formation Documents (e.g., Bylaws, operating agreements (SMLLC and partnerships)), land trust agreements, policy documents, estate planning documents, commercial and management agreements, purchase agreements, promissory notes
• Review third-party documents and identify issues/opportunities
• Ensure compliance with federal and multi-state requirements
• Create document templates that balance customization with scalability
• Daily email support to clients, with potential phone calls or follow up meetings with clients to resolve questions or issues that cannot be resolved via email
• Document best practices and standard operating procedures
• Selling applicable legal products and services and following sales scripts
• Requesting testimonials, reviews, and referrals

REQUIREMENTS

• J.D. degree from an ABA Accredited Law School
• Admission to the bar in relevant jurisdiction(s)
• +7 years of experience in asset protection, estate planning, tax law and shelters
• Experience working with high net worth clients
• Comfort in a startup environment, which is less structured and requires more creative problem solving and self-motivation
• Native-level and fluent English

SKILLS/QUALIFICATIONS

• Team player with exceptional verbal and written communication skills
• Takes initiative and solves problems proactively
• Detail oriented, organized, and follow process consistently

SOFTWARE

• Google Suite - Gmail, Drive, Docs, Sheets
• HubSpot
• Slack
• Zoom or similar video conference platform

Job Types: Full-time, Part-time, Contract

Pay: $75.00 - $125.00 per hour

Work Location: Remote