About The Estate Plan
The Estate Plan is a boutique estate planning law firm based in Coral Gables, Florida, dedicated to helping families across the state protect their loved ones and secure their future. Founded in 2018, our firm specializes in comprehensive estate planning, administration, litigation, trust management, and partition actions. Our services are premium and cater to a specific demographic. We pride ourselves on offering personalized, compassionate service, backed by a team of experienced professionals who provide creative and tailored solutions. With a commitment to excellence and client satisfaction, we’ve built a strong reputation in the legal community, supported by our organic Google reviews and long-standing relationships throughout South Florida. We use MacBooks and wide screens while being paperless. We try to lean into tech and continue to find ways it can help the firm offer better more satisfying services.
1 Job openings in The Estate Plan
65000 - 75000
Role Overview:The SalesClient Engagement Manager is responsible for client intake and sales at the Firm. Key responsibilities include conducting initial consultations converting prospects into clients and facilitating the onboarding process for new clients. Reporting Structure: The Sa More...
