Job Description

WealthCounsel brings together the best - the best drafting software and legal tools, the best educators, the best support staff, and the best collegial community - to cultivate the growth and success of its member attorneys and their clients. We recently added another “best” to our toolbelt when we were awarded the 2025 Best Place to Work in the Cloud . The Cloud Awards is one of the longest-running awards platforms of its kind and recognizes the latest achievements and innovations in cloud computing. 

We’re committed to fostering a positive work environment that is backed up by competitive benefits (see below) and a culture of collaboration. As we continue to expand, we are seeking a motivated and driven Estate Planning Practice Success Coach to join our team.

Job Summary:

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

As a Estate Planning Practice Success Coach , you’re responsibilities will include:

• 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.
• Together with the other coaches and learning team faculty, identify topics, schedule speakers, occasionally teach, and manage curriculum for WealthCounsel’s 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 legal or practice building programs as required
• Occasional domestic travel is required

Here’s what you’ll need to be successful in this role:

• Juris Doctor
• 5-10 years’ experience as a practicing attorney, preferably in the areas of Estate Planning/Trusts & Estates and Elder Law
• 2-5 years’ 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
• Work 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’ problems and overcome the pain points in their practices
• WealthCounsel membership experience a plus (not required)

Work Environment and Company Benefits:

This is a virtual, full-time position. You will work remotely from your home office, and occasional travel may be required for meetings, trade shows and training. 

In addition to your competitive salary package (including base salary and performance based incentives), medical/dental/vision plan, and matching 401(k), you will also enjoy:

• A generous paid time off package that includes: Paid Time Off (PTO), Holidays (including 2 Floating Holidays), Volunteer Time, Blood Donor Leave, Short Term Disability, Paid Parental Leave and more!
• Matching donations for approved charitable organizations
• Home internet and gym membership reimbursement
• Many opportunities to connect with others from your home office and have fun while you work 

Salary:

The salary range listed reflects the total on target earnings for this position (base salary plus bonus).

At WealthCounsel, we are committed to cultivating a culture of inclusion and connectedness. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. 

Come work with us!

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