Job Description

WealthCounsel is the premier provider of solutions for estate planners and business lawyers. Our combined offerings of drafting technology, legal education and practice development help attorneys elevate their practices and achieve greater success. We believe in the power of service and the strength of an elite member community that is over 4,000 members strong to make a difference in the lives of our customers and their clients.

SUMMARY

The primary responsibility of the Estate Planning Practice Coach is to work with the VP of Learning, Practice Success & Legal Marketing Solutions in promoting the retention of members by providing WealthCounsel members with education, content, coaching, training, and resources to help them in their path to having a successful law practice and fulfilling legal career.

Essential Duties and Responsibilities:

• Serve as coach to WealthCounsel members needing assistance building and growing their law practices, including coaching on topics such as marketing, client acquisition, creating or improving law firm processes or workflows, or other related topics. (Group coaching, training/teaching, and one on one coaching sessions with member attorneys and their staff.)
• Work closely with the VP of Learning, Practice Success & Legal Marketing Solutions to design and implement programs, content, and resources for attorneys needing assistance with the building and growing of their practice. Areas of focus include marketing, client acquisition strategies, business development, creating and nurturing referral relationships, hiring and staffing needs, cash flow, business succession, and more.
• Identify topics, schedule speakers, occasionally teach, and manage curriculum for WealthCounsel\xe2\x80\x99s practice building webinars, programs, and training.
• Interact with internal staff, members, non-members, affiliates/partners, and contractors regarding writing projects, courses, and resource creation.
• Work closely with the VP of Learning, Practice Success & Legal Marketing Solutions in curating, ideating, sourcing, or creating practice building content and resources
• Write and edit content such as blog posts, Quarterly magazine articles, newsletters, white papers, and other member-facing content (our member website or marketing to leads) or consumer-facing content (estateplanning.com or other)
• Collaborate with third-party vendors, partners, and affiliates in the creation and delivery of additional programs in partnership with WealthCounsel. At the direction of the VP of Learning, Practice Success & Legal Marketing Solutions, may also supervise/oversee the relationship and deliverables of the same
• Teach substantive legal programs aimed at new and transitioning attorneys entering the practice of trusts and estates, and teach other substantive or practice building programs as required
• Occasional domestic travel is required

Essential Skills and Experience:

• Juris Doctor
• 5-10 years\xe2\x80\x99 experience as practicing attorney, preferably in the areas of Estate Planning/Trusts & Estates and Elder Law
• 2-5 years\xe2\x80\x99 experience owning/running/growing a law practice
• Experience teaching substantive legal topics as well as experience teaching programs or writing articles about legal marketing, running a law business, estate planning, or business law topics
• Excellent writing, editing, and verbal communication skills
• Capable of supervising and managing the workflow of outside contributors such as writers and speakers
• Works well with other people, able to juggle multiple projects at once, and able to meet deadlines
• Well organized and detail-oriented
• An interest in the creative potential of using technology to solve lawyers\xe2\x80\x99 problems and overcome the pain points in their practices
• WealthCounsel membership experience a plus (not required)

Benefits:

We value our employees\' time and efforts. Our commitment to your success is enhanced by our competitive salary and bonus/commission plans. Our extensive benefits package includes a generous paid time off program, paid federal holidays off, paid volunteer time off, medical/dental/vision benefits, employer paid life insurance and short-term disability, employer matching 401k, and future growth opportunities within the company. We also offer monthly gym membership and home internet reimbursements.

**Virtual Employment opportunities are open for hire in any state except Alaska and Hawaii.

WEALTHCOUNSEL LLC