Client-Facing Estate Planning Attorney
Wizehire
•
Centennial, CO
0
0
0
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Not Applicable
Posted March 28, 2026
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Responsibilities
Commitments
Responsibilities
- Lead design meetings where clients make critical estate planning decisions, presenting customized recommendations based on their goals and family situations
- Handle initial consultations for estate administration matters and assess client needs for probate and trust administration services
- Build and maintain referral relationships with financial advisors, CPAs, and other professionals to develop a steady pipeline of qualified prospects
- Review estate planning documents before client signing meetings and provide attorney-level oversight on complex planning situations
- Follow up with prospects who haven't yet moved forward, addressing concerns and helping them overcome obstacles to taking action
- Contribute to process improvements and participate in weekly accountability meetings
Commitments
Active Colorado bar license or ability to waive in immediately
Ability to work in our Centennial office 5 days per week (most client meetings are in-person)
Not Met Priorities
What still needs stronger evidence
Requirements
- Active Colorado bar license or ability to waive in immediately
- Ability to work in our Centennial office 5 days per week (most client meetings are in-person)
- 2+ years of client-facing legal experience in any practice area
- Demonstrated ability to explain complex concepts in simple, accessible terms
- Comfort with technology and case management systems (we use Lawcus)
Preferred Skills
- Estate planning experience (though not required if you have exceptional client skills and sales ability)
- Experience with flat-fee or value-based billing models rather than hourly billing
- Track record of business development, client origination, or consistent conversion of prospects to clients
Are you tired of billable hours and being buried in research? What if your calendar was full of client meetings instead?
We're looking for an attorney who gets energized by consultations and relationship building—someone who sees sales as education and wants their income tied directly to their ability to help people protect their families.
This isn't a traditional attorney role. You'll spend 70-80% of your time meeting with clients in discovery sessions, design meetings, and consultations. The remaining 20-30% involves legal review and quality control. Our systems and support staff handle most technical document preparation.
You'll be selling a premium product you can be proud of—comprehensive estate plans created with industry-leading software, not templates. Our 199 Google reviews (4.9 stars) mean clients already trust us. Your job is to deliver on that expectation.
Compensation $130,000 - $140,000 base + performance bonuses. High performers earn $200,000 - $280,000+ total. At full capacity, you'll drive $1.3M+ in revenue and be rewarded accordingly.
Compensation
$130,000 - $140,000 yearly
Responsibilities
Lead design meetings where clients make critical estate planning decisions, presenting customized recommendations based on their goals and family situations
Handle initial consultations for estate administration matters and assess client needs for probate and trust administration services
Build and maintain referral relationships with financial advisors, CPAs, and other professionals to develop a steady pipeline of qualified prospects
Review estate planning documents before client signing meetings and provide attorney-level oversight on complex planning situations
Follow up with prospects who haven't yet moved forward, addressing concerns and helping them overcome obstacles to taking action
Contribute to process improvements and participate in weekly accountability meetings
Qualifications
Required
Active Colorado bar license or ability to waive in immediately
Ability to work in our Centennial office 5 days per week (most client meetings are in-person)
2+ years of client-facing legal experience in any practice area
Demonstrated ability to explain complex concepts in simple, accessible terms
Comfort with technology and case management systems (we use Lawcus)
Strongly Preferred
Estate planning experience (though not required if you have exceptional client skills and sales ability)
Experience with flat-fee or value-based billing models rather than hourly billing
Track record of business development, client origination, or consistent conversion of prospects to clients
What Makes You Successful Here
You love a calendar packed with 15-20 client meetings per month—it energizes rather than exhausts you
You're motivated by performance-based compensation where your income reflects the value you create
You're enterprising and think like a business owner
About Company
The McKenzie Law Firm is an established estate planning, estate administration, and small business law practice in Centennial, Colorado.
What Sets Us Apart
Premium Product We use industry-leading document automation (WealthDocx) to create comprehensive, sophisticated estate plans—not cookie-cutter templates.
Proven Systems Client intake, discovery sessions, and service delivery processes have been refined over the years. You'll learn proven conversion methods, not figure it out from scratch.
Client Trust 199 Google reviews averaging 4.9 stars. People come to us because they've heard we're different.
Structured Success Clear processes, documented procedures, regular accountability meetings, and a knowledgeable support team. You can focus on being excellent with clients instead of reinventing the wheel.
Culture We value systems over chaos, client experience first, accountability, growth mindset, and professional respect. No drama—just clear expectations and constructive communication.
We're looking for an attorney who gets energized by consultations and relationship building—someone who sees sales as education and wants their income tied directly to their ability to help people protect their families.
This isn't a traditional attorney role. You'll spend 70-80% of your time meeting with clients in discovery sessions, design meetings, and consultations. The remaining 20-30% involves legal review and quality control. Our systems and support staff handle most technical document preparation.
You'll be selling a premium product you can be proud of—comprehensive estate plans created with industry-leading software, not templates. Our 199 Google reviews (4.9 stars) mean clients already trust us. Your job is to deliver on that expectation.
Compensation $130,000 - $140,000 base + performance bonuses. High performers earn $200,000 - $280,000+ total. At full capacity, you'll drive $1.3M+ in revenue and be rewarded accordingly.
Compensation
$130,000 - $140,000 yearly
Responsibilities
Lead design meetings where clients make critical estate planning decisions, presenting customized recommendations based on their goals and family situations
Handle initial consultations for estate administration matters and assess client needs for probate and trust administration services
Build and maintain referral relationships with financial advisors, CPAs, and other professionals to develop a steady pipeline of qualified prospects
Review estate planning documents before client signing meetings and provide attorney-level oversight on complex planning situations
Follow up with prospects who haven't yet moved forward, addressing concerns and helping them overcome obstacles to taking action
Contribute to process improvements and participate in weekly accountability meetings
Qualifications
Required
Active Colorado bar license or ability to waive in immediately
Ability to work in our Centennial office 5 days per week (most client meetings are in-person)
2+ years of client-facing legal experience in any practice area
Demonstrated ability to explain complex concepts in simple, accessible terms
Comfort with technology and case management systems (we use Lawcus)
Strongly Preferred
Estate planning experience (though not required if you have exceptional client skills and sales ability)
Experience with flat-fee or value-based billing models rather than hourly billing
Track record of business development, client origination, or consistent conversion of prospects to clients
What Makes You Successful Here
You love a calendar packed with 15-20 client meetings per month—it energizes rather than exhausts you
You're motivated by performance-based compensation where your income reflects the value you create
You're enterprising and think like a business owner
About Company
The McKenzie Law Firm is an established estate planning, estate administration, and small business law practice in Centennial, Colorado.
What Sets Us Apart
Premium Product We use industry-leading document automation (WealthDocx) to create comprehensive, sophisticated estate plans—not cookie-cutter templates.
Proven Systems Client intake, discovery sessions, and service delivery processes have been refined over the years. You'll learn proven conversion methods, not figure it out from scratch.
Client Trust 199 Google reviews averaging 4.9 stars. People come to us because they've heard we're different.
Structured Success Clear processes, documented procedures, regular accountability meetings, and a knowledgeable support team. You can focus on being excellent with clients instead of reinventing the wheel.
Culture We value systems over chaos, client experience first, accountability, growth mindset, and professional respect. No drama—just clear expectations and constructive communication.