Engage with clients to explain the importance of estate planning and help determine the best package for their needs
Utilize estate planning software to generate accurate documents based on client input and ensure all necessary details are captured before review by partner attorneys
Assist clients with intake forms, final documentization, and promptly address any questions throughout the process
Support clients in coordinating asset transfers and ensure proper trust funding for a fully implemented estate plan
Serve as the primary point of contact for clients, providing ongoing support, timely follow-ups, and addressing any concerns to keep the process on track
Confidently discuss the estate planning process with clients, overcome objections, and clearly communicate the value of completing their estate plans

Requirements

3+ years of experience in estate planning or estate & elder law
Strong verbal communication skills, especially over the phone
Proficiency with estate planning software (e.g., WealthCounsel, Estate Guru, Decision Vault, LawPay)
Ability to manage multiple clients and tasks independently while maintaining a high level of organization and attention to detail
Experience in addressing client objections and articulating the benefits of professional services

Benefits

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

estate planningdocument generationtrust fundingclient intakeasset transfer

Soft Skills

verbal communicationclient managementorganizationattention to detailobjection handling