Estate Planning Consultation Attorney

Grimaldi Law Firm

Hollywood, FL | In-Office / Hybrid

Love meeting with clients but tired of the backend work?

If you’re at your best in the room with clients (building trust, leading conversations, and guiding decisions) but feel burned out by drafting, file management, and billable hours, this role was built for you.

This is not a traditional attorney position. There is no drafting, no file management, and no billable hours. You meet with families, lead the conversation, and close premium estate planning engagements.

The Role

As our Estate Planning Attorney for client consultations, you are the face of the firm for every new client. You lead high-stakes consultations with warm, qualified prospects, guide them to the right strategy, and turn them into committed clients. You keep the conversation on track, help families through emotional decisions, and move them from uncertainty to action.

You are not selling documents. You are selling clarity, protection, and legacy. Once a client chooses their estate planning package, our legal team handles the rest.

Compensation and Opportunity

• $120,000+ on-target earnings (OTE)

• Bonus-driven compensation tied directly to closed revenue

• Warm inbound leads, with no cold prospecting

• One focus: guide families, close engagements, get paid, repeat

• Benefits for qualified employees include:

  • Paid Holidays

  • PTO

  • Life Insurance

  • Short-Term and Long-Term Disability insurance.

  • IRA Match Benefits

$120,000 OTE

What You’ll Do

• Run estate planning strategy consultations with pre-qualified inbound leads

• Establish authority and trust within the first few minutes of every conversation

• Identify client needs and present the right estate planning solutions

• Confidently ask for the decision and get new clients onboarded

• Handle objections with professionalism and precision

• Track your pipeline, performance, and forecasts in HubSpot CRM

• Deliver clean, complete handoffs to the legal production team

This Role Is for You If:

• You thrive in client conversations

• You are persuasive, decisive, and comfortable leading people

• You enjoy guiding families through emotional, high-value decisions

• You see sales as a professional skill, not a dirty word

• You want your income tied directly to your performance

This Role Is Not for You If:

• You want to draft documents or practice law traditionally

• You avoid money conversations or asking for the decision

• You need hand-holding or constant supervision

• You are uncomfortable with metrics, accountability, or performance pressure

Required Qualifications

• Licensed attorney (Florida Bar preferred)

• Strong working knowledge of estate planning concepts

• Exceptional communication, discovery, and objection-handling skills

• Comfort selling premium services priced in the thousands

• Bilingual (English/Spanish)

Grimaldi Law Firm is a dedicated Estate Planning law firm committed to helping individuals and families protect their futures with confidence. Our team provides personalized legal guidance in estate planning, wills, trusts, probate, and real estate, delivering compassionate and professional service every step of the way.

At Grimaldi Law Firm, we combine experienced legal counsel with advanced technology to ensure clear communication and a seamless client experience. Our team keeps clients informed and connected throughout the entire process with proactive updates and responsive support.

Compensation details: 120000-120000 Yearly Salary

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