Estate Planning Attorney

LS Solutions; Florida; On-site; USD 60,000 - 100,000; Full time

Job summary

LS Solutions is seeking a lead consultant to engage with qualified families interested in estate planning services. You will assess client needs, explain options, and guide families through key decisions to close consultations.

The role involves coordinating with the legal production team to prepare documents and handle follow-up activities. In this position, you will drive engagement, manage the pipeline, and report activity using HubSpot CRM.

Qualifications

• Ability to clearly explain estate planning concepts to clients.
• Strong consultative approach to guide decision-making.
• Proven track record in closing engagements.
• Experience using CRM systems to track activity.

Responsibilities

• Lead consultations with families seeking estate planning services.
• Assess client needs and select appropriate strategies.
• Explain options and guide decisions.
• Close engagements and drive sales through the process.
• Coordinate with the legal production team for documents and follow-up.

Skills

Client communication

Consultative selling

Closing engagements

HubSpot proficiency

Tools

HubSpot CRM

Job description

Role: Lead consultations with qualified families interested in estate planning services.

Key Responsibilities

• Assess client needs and determine appropriate estate planning strategies.
• Explain options clearly and guide prospects through key decisions.
• Drive engagement through the sales process and close consultations.
• Maintain and track consultation and pipeline performance in HubSpot CRM.
• Coordinate effectively with the legal production team, which prepares documents and handles follow-up.

Qualifications & Skills

• Strong client-facing communication and consultative approach.
• Ability to explain complex planning concepts in a clear, client-friendly manner.
• Proven skills in guiding decision-making and closing engagements.
• Comfort using CRM systems, particularly HubSpot, to manage and report activity.