Estate Planning Intake

Benefits:401(k)401(k) matchingCompetitive salaryHealth insurancePaid time offTraining & developmentVision insuranceEstate Planning IntakeYour Legacy Legal Care is expanding, and we’re seeking an Estate Planning Intake Consultant who can confidently lead prospective clients through the first—and most important—step of their planning journey. This role is ideal for professionals who excel in structured conversations, understand how to uncover client needs, and can guide individuals toward informed decisions.Candidates with backgrounds in real estate, financial advising, insurance, or other consultative roles tend to thrive here.Key ResponsibilitiesTravel between Sugar Land, Galleria, and Katy offices required.Conduct professional intake consultations with prospective clientsPresent service options, planning tools, and pricing with clarity and confidenceIdentify client goals, concerns, and obstacles using our proven intake frameworkCollaborate with attorneys to ensure accurate and complete case handoffsTrack all interactions, follow‑ups, and outcomes in our CRMIdeal QualificationsDemonstrated success in consultative or advisory rolesExcellent verbal communication and client‑education skillsAbility to manage multiple client engagements simultaneouslyStrong attention to detail and documentationExperience in legal, financial, real estate, or professional servicesMinimum 2 years in a client‑facing environment