Estate Planning Consult Attorney
About the role
This isn’t a typical drafting or courtroom role. This is a high-touch, client-facing opportunity for an attorney who is also a natural educator and relationship-builder. You’ll meet with prospective clients, uncover their goals and concerns, and guide them toward a plan that gives them clarity and peace of mind. You’ll help them say "yes" to the legacy they want to leave—and you'll be rewarded for every life you help change. You won't be drafting documents every day—but you’ll continue to grow. You’ll stay closely connected to our legal team, participate in strategy meetings, learn the ins and outs of how plans are built, and stay at the forefront of estate planning law. You’ll be mentored, supported, and encouraged to become the best version of yourself.
Responsibilities
- Meet with prospective clients, uncover their goals and concerns, and guide them toward a plan that gives them clarity and peace of mind.
- Help clients say "yes" to the legacy they want to leave.
- Stay closely connected to our legal team, participate in strategy meetings, learn the ins and outs of how plans are built, and stay at the forefront of estate planning law.
- Be mentored, supported, and encouraged to become the best version of yourself.
Requirements
- At least 1 year of experience in estate planning and/or elder law.
- Be a licensed attorney.
- Have a proven track record in sales, client conversion, or business development.
- Be a confident, heart-forward closer who can guide clients to a "yes" with compassion.
- Love teaching and can simplify complex concepts for everyday people.
Qualifications
- Live locally to either Duxbury or Newburyport, MA (no remote or relocation candidates).
Skills
- Listening skills.
- Caring attitude.
- Empathy.
- Ability to simplify complex concepts.
- Confidence in guiding clients to a "yes."
Benefits
- 401(k) with match.
- Bonus structure + performance commissions.
- PTO (paid holidays and sick days).
- Work-from-home flexibility (1-2 days/week).
- Collaborative and supportive team culture.
- A firm that celebrates you for who you are, not just what you do.
Pay
$75,000 base salary + generous performance-based commissions. Realistic earning potential of $150,000+ per year. The more lives you help, the more you earn.
Schedule
Flexible schedule, with 1-2 days of remote work per week.