Estate Planning Intake
Full Time • Clear Lake
Benefits:
- 401(k)
- 401(k) matching
- Competitive salary
- Health insurance
- Paid time off
- Training & development
- Vision insurance
Estate Planning Intake
Your 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.
Your 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.
Travel between Sugar Land, Galleria, and Katy offices required.
Key Responsibilities
- Conduct professional intake consultations with prospective clients
- Present service options, planning tools, and pricing with clarity and confidence
- Identify client goals, concerns, and obstacles using our proven intake framework
- Collaborate with attorneys to ensure accurate and complete case handoffs
- Track all interactions, follow‑ups, and outcomes in our CRM
Ideal Qualifications
- Demonstrated success in consultative or advisory roles
- Excellent verbal communication and client‑education skills
- Ability to manage multiple client engagements simultaneously
- Strong attention to detail and documentation
- Experience in legal, financial, real estate, or professional services
- Minimum 2 years in a client‑facing environment
Compensation: $45,000.00 - $65,000.00 per year
About Us
Since tomorrow is promised to no one, it is imperative that everyone have their estate plan in place. And honestly, you plan because you have someone you love. Protecting your loved ones and all that is valuable to you can only be accomplished with a comprehensive estate plan through the creation of a will, trust, or another estate planning tool. We have the unique ability to help you in that endeavor so that you are prepared for whatever the future may bring.
At Your Legacy Legal Care®, we believe that our approach to estate planning is the most efficient and effective way to protect the rights and interests of you and your loved ones. Representing individuals throughout the Greater Houston area, we strive to provide our clients with the professional, skilled services they need and deserve. From simple wills to complex family business succession plans, we have the experience necessary to meet all estate planning needs.
(if you already have a resume on Indeed)