Estate Planning Attorney - 160-225K total compensation

Job purpose

Trajan® Estate Law Firm is a leading estate planning law firm dedicated to helping individuals and families secure their legacies and protect their loved ones' futures. We pride ourselves on providing comprehensive, compassionate, and personalized estate planning solutions. Our mission is to make complex legal processes accessible and empower our clients to make informed decisions about their wealth and assets.

We are seeking a motivated, client-focused Attorney who combines strong estate planning expertise with a consultative sales mindset. This is an exciting opportunity for a legal professional who enjoys building relationships, conducting meaningful client consultations, and helping clients confidently move forward with estate planning solutions that meet their unique needs.

Duties and responsibilities

Client Consultations & Sales :

• Conduct virtual, in-depth initial consultations with prospective clients (nationwide), primarily focusing on the benefits and importance of a revocable living trust using a provided script and established sales methodology.
• Articulate the value proposition of comprehensive estate planning and our firm's services in a clear, empathetic, and persuasive manner (training provided).
• Effectively identify client needs and concerns, overcoming objections to close sales on estate planning packages.
• Consistently meet or exceed monthly goals.

Estate Plan Design & Scoping :

Client Relationship Management :

Collaboration & Training :

Qualifications

Skills & Attributes :

Benefits

Come and join a team that is making a difference in their clients and employee's lives!