Description:

About the role:
We are seeking an experienced Estate Planning Attorney to conduct free initial phone consultations with prospective clients. You'll educate callers about wills, trusts, powers of attorney, and health care advance directives; assess matter fit and jurisdiction; and guide qualified prospects to next steps—all with clear, empathetic communication.

Responsibilities:

Conduct 15–30 minute phone consultations (scheduled and inbound).
Explain core estate planning options (wills, revocable/irrevocable trusts, POA, health care directives), including pros/cons and typical timelines.
Perform preliminary issue spotting (beneficiary designations, titling, blended families, special needs, small business interests, multi-state property).
Verify jurisdiction, perform conflict checks, and recommend next steps or referrals.
Document consults in the firm's CRM/case management system with clear notes and follow-ups.
Coordinate engagement agreements, fee quotes, and scheduling for attorney-of-record/drafting meetings.
Collaborate with the intake team on conversion best practices and client experience.

Qualifications:

J.D. and active Maryland bar license in good standing (additional DC bar a plus).
2+ years estate planning experience (counseling and/or drafting).
Exceptional phone communication—plain-English explanations; warm, professional tone.
Strong issue spotting and judgment; knows when to refer or escalate.
Experience with client intake, conflict checks, documentation, and e-signature tools.
Familiarity with Clio/MyCase or similar preferred; bilingual a plus.

What Success Looks Like:

Reliable weekday coverage; responsive, client-centric communication.
Accurate documentation enabling a smooth handoff to drafting/attorney-of-record.
Ethical, compliant consults with strong conversion to signed engagements.
Positive client feedback on clarity and care.

Compensation & Terms

$40–$50 per hour, depending on experience.
Contract (1099) arrangement; no benefits.
Consistent weekday schedule; optional evening blocks may be available by agreement.

How to Apply:
Please submit your resume, a brief cover letter outlining your estate planning experience, and your bar number(s). Optional: 2–3 sentences on how you explain “will vs. revocable trust” to a first-time caller.

Equal opportunity:
We value diversity and are an equal opportunity employer.

Optional Indeed Screening Questions

Do you hold an active Maryland law license in good standing?
Years of estate planning experience (counseling/drafting)?
Experience with Clio/MyCase or similar?
Are you available Monday–Friday during business hours?
Briefly explain (2–3 sentences): Will vs. Revocable Trust for a typical Maryland family.