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Estate Planning Attorney - 160-225K total compensation
Estate Planning Attorney - 160-225K total compensationTrajan Wealth LLC • Scottsdale, AZ, USA
Estate Planning Attorney - 160-225K total compensation

Estate Planning Attorney - 160-225K total compensation

Trajan Wealth LLC • Scottsdale, AZ, USA
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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 :

  • Work collaboratively with new clients to gather necessary information and help them make initial decisions regarding the specifics of their estate plan (e.g., trustee appointments, beneficiaries, basic distribution preferences).
  • Ensure all client information is accurately and completely documented in our CRM system.

    • Client Relationship Management :

  • Build immediate rapport and trust with prospective clients, establishing a positive first impression of the firm.
  • Maintain timely and professional communication with clients throughout the initial sales and onboarding process.
  • Act as a knowledgeable and supportive guide, ensuring clients feel confident and informed about their decision to move forward with our firm.

    • Collaboration & Training :

  • Work closely with our legal team to ensure a seamless transition of clients from the sales phase to the legal drafting and execution phase.
  • Actively participate in ongoing training and development to enhance knowledge of estate planning principles, sales techniques, and firm processes.

    • Qualifications

  • J.D. from an A.B.A. Accredited Law School,
  • Licensed attorney in good standing in the State of Arizona
  • Minimum 3 years estate planning experience

    • Skills & Attributes :

  • Exceptional Communication : Superior verbal and written communication skills, with the ability to explain complex concepts clearly and persuasively to diverse audiences.
  • Proven Sales Acumen : Demonstrated ability to drive sales, manage a pipeline, and achieve targets. Comfortable with a consultative sales approach.
  • Legal Familiarity : Strong foundational understanding of estate planning concepts, especially revocable living trusts, wills, and powers of attorney
  • Client Empathy : A compassionate and patient demeanor, understanding the sensitive nature of estate planning decisions.
  • Highly Organized : Excellent time management, organizational, and follow-up skills.
  • Tech-Savvy : Proficient with CRM software (e.g., Salesforce, Clio Grow) and Microsoft Office Suite.
  • Results-Oriented : Self-motivated with a strong drive to achieve goals.

    • Benefits

  • Base salary commensurate with experience, complemented by a tiered incentive structure that rewards productivity and client success. Total earnings commonly exceed $200+ annually for strong performers.
  • Future career growth opportunity.
  • 401(k) with a matching contribution up to 13%.
  • United Healthcare PPO medical coverage for employees, paid by the company.
  • Delta Dental PPO, United Healthcare Vision, Short Term Disability, Long Term Disability, Life Insurance, and many more voluntary options.
  • Generous holidays and PTO.

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

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    Estate Planning Attorney • Scottsdale, AZ, USA

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