Set outbound appointments with warm, pre-qualified prospects interested in estate and asset protection planning, using proven scripts, objection handling, and accurate CRM logging to support licensed sales agents.
Provide estate planning legal advice to pre-qualified clients on wills, trusts, and powers of attorney, while managing the attorney-client relationship and exercising independent professional judgment.
Advise pre-qualified clients on wills, trusts, and powers of attorney, exercising independent legal judgment while building an estate planning practice with administrative and client-service support.
Provide estate planning, business formation, and asset protection counsel to referred clients, supported by client referrals and back-office services while integrating the work with an established private practice.
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