If you have experience working in an estate planning firm, handling real estate closings, or supporting high-touch client service in a legal setting, read on. You might be the key team member we’re seeking! About the Role: We’re looking for a sharp, friendly, self-motivated, take-charge-minded Client Services Coordinator with at least 3 years of experience in an estate planning law firm. You will be the engine of our operations—reviewing plans, running meetings, and ensuring that clients have a truly Wow! experience every time. You will take charge of estate planning projects, guide clients through the process, and work closely with our Attorney and Outreach/Intake Coordinator to ensure nothing slips through the cracks. What We Offer: • A chance to grow with us as we build something great together • Competitive base salary + bonuses based on firm performance • Transparent firm goals and clearly defined success metrics • Health insurance and 401(k) benefits • A supportive, close-knit, mission-driven team • A meaningful role where you’ll make a difference in people’s lives every day How to Apply: If this sounds like your dream job, we want to hear from you! Please email us: • A cover letter that explains why you’re a great fit, including: • Specific experience working with clients and legal tech • Examples of your experience in a leadership role at work • Why estate planning work matters to you • How does this role fit into your long-term career goals • Your base salary requirements and your ideal compensation range This is not an easy job. But if you're motivated, ready to grow, and eager to help families in our community plan wisely and live fully—you might be the perfect fit. Let’s build something great together. Responsibilities: What You’ll Be Doing: • Running the office efficiently—this is a leadership role! • Performing initial client intake calls and scheduling client planning sessions. • Guiding prospective clients through our Life & Legacy Planning process. • Proofreading and revising comprehensive estate planning documents (revocable & irrevocable trusts, wills, incapacity documents). • Managing and executing client signings with professionalism and care. • Mastering our legal tech stack, including Lawmatics and other CRM systems, to ensure an outstanding client experience. • Occasionally supporting marketing and outreach (seminars, community events, etc.). • Contributing to internal operations and team growth by taking initiative and offering creative solutions. Bonus Points For: • Probate and trust administration support • Past involvement with community outreach or marketing events Qualifications: What You’ll Bring: • A proactive, “take-charge” personality who can confidently run client signing meetings, manage deadlines, manage office workflow, and hold the boss accountable. • Familiarity with comprehensive estate planning documents (revocable trusts, last will and testament, incapacity documents). • Familiarity with Lawmatics or other legal CRM systems. • Familiarity with legal practice management systems like MyCase, Clio, Rocket Matter, etc. • Strong knowledge of estate planning procedures—not just preparing boilerplate, form documents. We build custom, thoughtful plans, and your work will have a direct, meaningful impact. • Tech-savvy: comfortable navigating multiple databases and software platforms. • Comfortable in a fast-paced, deadline-driven environment. • You’re resourceful, organized, and a natural problem solver. • You genuinely love meeting new people and helping them feel supported and informed. • You don’t mind rolling up your sleeves – whether that means making coffee or helping improve our systems. • Bonus: Probate and trust administration experience is a big plus! Compensation: $50,000

• What You’ll Be Doing: • Running the office efficiently—this is a leadership role! • Performing initial client intake calls and scheduling client planning sessions. • Guiding prospective clients through our Life & Legacy Planning process. • Proofreading and revising comprehensive estate planning documents (revocable & irrevocable trusts, wills, incapacity documents). • Managing and executing client signings with professionalism and care. • Mastering our legal tech stack, including Lawmatics and other CRM systems, to ensure an outstanding client experience. • Occasionally supporting marketing and outreach (seminars, community events, etc.). • Contributing to internal operations and team growth by taking initiative and offering creative solutions.Bonus Points For: • Probate and trust administration support • Past involvement with community outreach or marketing events