Estate & Probate Sales Attorney (Transactional) PA

2 weeks ago

Pittsburgh, Pennsylvania, United States GPAC Full time

JOB DESCRIPTION: Estate Planning & Probate Sales Attorney (Transactional)

Seeking 3-5 years of experience Transactional Estate Planning and probate Sales Attorney in Warrendale PA. The Sales Attorney's primary goal is to conduct Life & Legacy Planning Sessions with prospective new clients  to help them select and prepare the most suitable estate plan package.

The ideal candidate will have a strong background in estate planning, excellent communication skills, and a client-focused approach. Additionally, the attorney will act as a backup to assist in trust or estate administration as needed.

100% In-Office

  • Transactional 3-5 years of experience in estate planning and probate law
  • Transactional 3-5 years of experience Sales Attorney to conduct about a 90 min Planning Section
  • Active bar membership in Pennsylvania 
  • Strong knowledge of estate planning principles, laws, and regulations
  • Excellent communication, negotiation, and interpersonal skills
  • Ability to work independently and manage multiple client cases simultaneously
  • Proficiency in legal research and document drafting

Essential Duties:

  • Conduct Life & Legacy Planning Sessions with clients, both in-person and virtually.
  • Assist clients in understanding their estate planning options and help them select thebest plan.
  • Answer client questions and provide detailed explanations to ensure they understand their choices.
  • Prepare and draft necessary legal documents for estate planning.
  • Follow up with clients to ensure they have all necessary information and documentation.
  • Coordinate with the administrative team to schedule and confirm client appointments
  • Maintain accurate records of client interactions and document preparation.
  • Stay updated on estate planning laws and regulations to provide accurate advice.
  • Participate in team meetings to discuss client cases and share best practices.
  • Review and update estate planning documents and templates to ensure compliance with current laws.
  • Conduct training sessions for new staff members on Life & Legacy Planning.
  • Analyze client feedback to improve services and client satisfaction.
  • Collaborate with marketing teams to develop materials and strategies for clientsoutreach.
  • Report on the number of Life & Legacy Planning Sessions held and client outcomes.
  • Identify areas for improvement in the estate planning process and propose solutions.
  • Attend professional development workshops and seminars to enhance skills and knowledge.
  • Participate in community events and networking opportunities to promote the firm's services.
  • Review and evaluate the overall success of Life & Legacy Planning services.
  • Set goals and objectives for the upcoming year based on past performance.
  • Prepare and present an annual report on client satisfaction, service improvements, and business growth.
  • Plan and implement strategies to expand the firm's Life & Legacy Planning client base.

Are you ready for a change in your legal career? If so, our reputable Law Firm is currently seeking to fill a vacant position. They are eager to hire as soon as possible, so don't hesitate to submit your application now. This is a fantastic opportunity that we don't want you to miss out on.

How to Apply: If you're interested in making a change, reach out to me today. All resume submissions and conversations completely confidential, to learn more about this opportunity Please include your updated resume when submitting to

Virginia.Amburgy@gogpac.com

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.

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