High-Ticket Closer To Estate Planning Attorneys

Job Description

Job Description

What you'll be doing

We sell a system to solo estate planning attorneys who are drowning. You'll take 5-8 warm, pre-qualified implementation calls a day with attorneys who have already watched two pre-call videos, written down their numbers, and shown up expecting to make a decision. Your job is to find out whether the program is actually right for them — and when it is, to close it that day.

If you need to pressure someone into a yes, this isn't a fit. If you can ask a better question than anyone in the room and sit in the silence afterward, keep reading.

These are not cold calls. Prospects have opted in, been called and qualified by a setter, watched a pre-call VSL and a software demo, and brought four numbers with them. Leads are provided — you will not be prospecting, running ads, or building your own pipeline.

Who you'll be talking to

The ideal client is a solo attorney whose primary practice area is estate planning. Frequently, this is a parent in their 30s or 40s with young kids. They're usually doing around $15K-$30K a month in revenue with big swings, working 50 hours a week, taking home far less than the revenue suggests and what they want. These are smart, credentialed, and high-achieving but quietly exhausted solo attorneys. They're juggling online intake forms, Word docs, Excel sheets, PDFs, file folders, handwritten notes, email threads, and email attachments, and they think there's a way to make all these disconnected tools work that they haven't figured out yet. Some are DIY-oriented until they've literally just had enough. They have a hard time truly valuing the lost cost of their time being spent elsewhere instead of on revenue-generating work. You will need to be genuinely good with a skeptical professional who is used to being the smartest person in the room and who thinks their problem is "unique" to them.

Compensation opportunity

This is a commission-only position. You'll get a percentage of cash collected, paid twice a month. Based on current call volume and a 45% close rate at $4,500, on-target compensation is $200,000.

Compensation:

$150,000 - $180,000 yearly

Responsibilities:

• Conduct implementation calls with estate planning solos booked by our setters from inbound funnel traffic.

• Follow our documented call framework end to end: source and intention, frame, firm background, the three-pillar diagnostic grids, golden question, cost of inaction, lifestyle goal, solutions tried, pain, doubt, clarity, transition, temp check, deliverables, price drop, objections, close.

• Run the math with them live — their meetings per month, their first-meeting conversion rate, their current revenue, their goal — and let their own cost-of-inaction number do the work.

• Handle price-based and competitor-based objections cleanly, using the process and the prospect's own stated reality, not pressure.

• Collect payment on the call, including structuring payment plans within approved terms.

• Document every call in our tracker and CRM the same day: setter notes, program price quoted, outcome, and the specifics of their firm.

• Run disciplined follow-up on decision-pending calls and no-shows.

• Feed the marketing side: the objections you hear, the language attorneys use for their own problems, and the patterns you see across calls directly shape our ads, VSLs, and setter scripts.

Qualifications:

Non-negotiable:

• 2+ years closing high-ticket offers ($3K-$25K) on video calls, with numbers you can speak to specifically: calls taken, close rate, cash collected, average deal size.

• You sell by asking, not by telling. You know the difference between a prospect who says "this makes sense" and one who has actually told you their problem is unbearable — and you don't move forward until you get a real answer.

• You can hold a frame with a credentialed professional without becoming either combative or a pushover.

• You can be told "the investment is [PROGRAM PRICE] for the year," then sit still and say nothing.

• Ruthless CRM hygiene. If it isn't documented, it didn't happen.

• Remote-work discipline: your own quiet space, a hardwired connection, a good camera and mic with good lighting, and a calendar you honor.

Strongly preferred:

• Experience selling to attorneys, accountants, doctors, or other licensed professionals.

• Experience selling a software-plus-implementation hybrid, where the buyer's real fear is adoption time rather than price.

• Familiarity with GoHighLevel or a comparable CRM/pipeline stack.

• Prior work inside a funnel where setters hand off to closers, so you understand what a clean handoff looks like and how to protect the set.

You will not be a fit if:

• Your close rate depends on urgency you invented or discounts you weren't authorized to offer.

• You need a heavy manager. We'll train you deeply on the offer and the framework, but we won't be listening to every single call ongoing because we expect to have a high level of trust in our closer following our model.

• You're uncomfortable telling a prospect that this isn't right for them. We have a program with real delivery obligations, and an enrolled member who shouldn't be here costs us more than a lost sale.

About Company

We were founded by Bonnie Faucett, a former estate planning attorney who built her in-person and virtual firm to consistently earn $80K a month without missing time with her family. She built the software she couldn't find, and now hundreds of estate planning attorneys run their firms on her software.

You'll be representing two things:

• Legacy Architects — the only cloud-based software where estate planning attorneys and their clients can securely collaborate throughout every phase of the estate planning journey in a beautiful master vault, start to finish—without ever managing client information in Word, Excel, or email threads again.

• The $50K Solo — our flagship implementation program built on the software, plus done-for-you drafting and a complete resource library.

The promise to Legacy Architects lawyers: go from roller-coaster months and nights-and-weekends client work to consistent $50K+ months — without hiring more staff, adding more hours, or sacrificing cash flow.