Consultation Attorney

Consultation Attorney For Trusts & Estates Law Firm

Company Description

If you're a licensed attorney who's exceptional with people and wants a role where your income is directly tied to your impact — this is it. We are a high-volume, client-centered Trusts & Estates law firm based in New York City, focused exclusively on helping families protect their assets, preserve generational wealth, and plan confidently for the future. We serve a diverse clientele ranging from high-net-worth individuals to middle-income families. Our firm runs on a specialized team model: Consultation Attorneys focus entirely on client relationships, while a dedicated compliance and drafting team handles all technical execution. You focus on people. We handle the rest.

Role Description

The Consultation Attorney is a full-time, in-office position responsible for conducting estate planning consultations with prospective clients and converting those consultations into retained engagements. You will meet with families who are already engaged and interested in planning. Your job is to understand their needs, educate them on their options, and guide them toward a decision that protects their family. The ideal candidate is warm, confident, and genuinely motivated to help clients take meaningful action. Behind you is a full compliance and drafting team, paralegals, and firm infrastructure — so you can focus on the consultation room.

Key Responsibilities

• Conduct in-depth estate planning consultations with prospective clients.
• Assess each client's planning needs across wills, revocable and irrevocable trusts, powers of attorney, and healthcare directives.
• Educate clients on their options and explain complex legal concepts in plain, accessible language.
• Guide prospective clients through the decision to retain the firm and begin their estate plan.
• Maintain accurate consultation notes and coordinate seamlessly with the compliance and drafting team post-retention.
• Participate in firm seminars and client development activities as needed.
• Uphold the firm's standards for professionalism, client care, and ethical conduct.

What success looks like:

At 90 days, you are conducting consultations independently, comfortable with the firm's planning framework, and hitting a consistent retention rate. At 6 months, you are generating $100,000 or more in monthly retained revenue for the firm — the baseline we expect from every Consultation Attorney. Strong performers exceed that significantly. We give you the leads, the training, and the infrastructure. You bring the talent and the drive.

Qualifications

• Juris Doctor (J.D.) from an accredited law school.
• Active license and good standing in New York State.
• 1–5 years of experience in the legal field, preferably in corporate law, estate planning, or a related practice area.
• Demonstrated ability to connect with clients and earn trust quickly.
• Confidence explaining legal concepts clearly and compellingly without jargon.
• Strong verbal communication and active listening skills.
• Comfortable working in a structured, high-volume, performance-driven environment.
• Outcome-driven — motivated by helping clients take action and measuring your own success by results.

Why us?

You will not be cold-calling or building a pipeline from scratch. We run 6–8 seminars per month with consistent, high-quality lead flow already built in. Prospective clients walk in engaged and ready to talk — your job is to serve them well. We have invested heavily in firm infrastructure, team specialization, and operational systems so that our Consultation Attorneys can do what they do best without distraction. If you are looking for a firm where your talent is recognized, your time is protected, and your compensation reflects your contribution — this is the right place.

Compensation

Base payment is $100,000 per year

Performance bonus: 5-10% of every client retained at consultation

Total earnings Salary range: $230,000–$530,000 per year

Uncapped — your compensation grows directly with your performance

Your earnings are a direct reflection of how much revenue you bring the firm. At minimum performance, you generate $100,000/month for the firm. At the high end, $350,000/month. Your 5-10% bonus is calculated on everything you retain — the more clients you close, the more you earn. There is no ceiling.

The interview will take place at 105-19 Metropolitan Ave, Forest Hills, NY 11375