Estate Planning Attorney — Client-Facing & Mentor-Driven

Cote Law Group, PLLC; Boston (MA); Presencial; USD 110 000 - 170 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Mentorship program

Professional development

Profit sharing

Resumo da oferta

Cote Law Group, PLLC in Marshfield, Massachusetts is seeking attorneys to help clients navigate estate and financial planning. This client-facing role involves educating clients, drafting personalized estate plans, and guiding them through signing appointments, with strong mentorship from the Oath Collective behind you.

No prior estate planning experience required—we'll teach you everything you need to know. Expect mentoring, collaboration, and a competitive base with profit-sharing.

Qualificações

• Juris Doctorate and active law license.
• Strong communication, problem-solving, and time management skills.
• Comfort with public speaking and education-based sales.
• Proficient with Microsoft Office and Apple software preferred.
• Willingness to work early evenings twice a month.

Responsabilidades

• Lead workshops and speaking events to educate potential clients on estate and financial planning options.
• Meet with clients in consultations, gather necessary information, and help clients take action.
• Design and review personalized estate plans to ensure alignment with client goals.
• Guide clients through document signing appointments, making sure they understand their plans completely.
• Collaborate with attorneys, advisors, and staff to deliver seamless client service.
• Maintain detailed electronic records of client meetings and communications.
• Meet weekly with a mentor attorney for ongoing guidance and professional development.
• Engage clients in integrated estate and financial planning discussions.
• Respond promptly and thoughtfully to client needs via email and phone.

Conhecimentos

Communication

Time management

Public speaking

Client counseling

Microsoft Office

Apple software

Formação académica

Juris Doctorate

Active law license

Ferramentas

Microsoft Office

Apple software

Descrição da oferta de emprego

Cote Law Group, PLLC in Marshfield, Massachusetts is seeking attorneys to help clients navigate estate and financial planning. This client-facing role involves educating clients, drafting personalized estate plans, and guiding them through signing appointments, with strong mentorship from the Oath Collective behind you.

No prior estate planning experience required—we'll teach you everything you need to know. Expect mentoring, collaboration, and a competitive base with profit-sharing.