The Legacy Lawyers · 2 days ago
Consultation Attorney
The Legacy Lawyers, P.C. is growing, and they are seeking a Consultation Attorney focused on Trust & Estate Disputes. This role involves conducting inbound consultations with prospective clients, helping them understand their issues and guiding them to retain the firm without engaging in litigation.
Law Practice
Responsibilities
Run structured inbound consultations with prospective clients
Identify the issue, explain the roadmap, and help clients retain the firm
Follow up with qualified prospects who aren’t ready on day one
Track pipeline and performance metrics and continuously improve close rate
Hand off retained clients to our legal team for case execution
Qualification
Required
Active CA Bar license (good standing)
Strong client presence and communication
High integrity, coachability, and consistent follow-through
Comfort with a performance-based role and measurable KPIs
Benefits
Gold medical/dental/vision
Retirement match
Student loan repayment
Homebuyer benefit
PTO/holidays/sick time
Life insurance
Company
The Legacy Lawyers
We are an Orange County trust administration and litigation law firm that helps Southern California-based family trust successor trustees perform their duties as trustees.
Funding
Current Stage
Early StageCompany data provided by crunchbase