Client-Facing Estate Planning Attorney jobs in United States
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The McKenzie Law Firm, LLC · 1 day ago

Client-Facing Estate Planning Attorney

The McKenzie Law Firm, LLC is seeking an attorney who thrives in client-facing roles and values relationship building over traditional billable hours. This role involves primarily meeting with clients to provide estate planning consultations and a smaller portion dedicated to legal review and quality control.

ConsultingLegalProfessional Services

Responsibilities

Spend 70-80% of your time meeting with clients in discovery sessions, design meetings, and consultations
Handle the remaining 20-30% of time on legal review and quality control
Sell comprehensive estate plans created with industry-leading software

Qualification

Estate PlanningClient ConsultationsRelationship BuildingSales EducationLegal Review

Required

Juris Doctor (JD) degree from an accredited law school
Active state bar license
Experience in estate planning or related field
Strong interpersonal and communication skills
Ability to build and maintain client relationships
Sales-oriented mindset with a focus on education
Willingness to spend 70-80% of time in client meetings
Ability to work collaboratively with support staff

Company

The McKenzie Law Firm, LLC

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The McKenzie Law Firm is a Colorado estate planning law office that has been providing advice on trusts and estates and setting up estate plans including asset protection, tax advice and long term care plans for its clients for years.

Funding

Current Stage
Early Stage

Leadership Team

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Dan McKenzie
Attorney & Owner
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Company data provided by crunchbase