What are the responsibilities and job description for the Managing Attorney- Estate Planning, Probate & Trust Administration position at W3Global?
Job Description
About the Firm
A premier, client-centered law firm in Fort Myers is seeking an experienced Managing Sales Attorney to lead its client engagement team. Our practice is founded on the belief that estate planning should provide families with peace of mind through a simplified, supportive process. We are looking for a leader to guide our clients through some of life's most important decisions.
The Role : A Leader in Client Engagement (80% Sales / 20% Management)
This is not a back-office drafting role. As the Managing Sales Attorney, you will lead our client consultations and closing process, guiding prospective clients through estate planning, probate, and trust administration decisions with empathy and clarity. Approximately 80% of your time will be dedicated to sales conversations, helping families choose the right path forward. The remaining 20% will focus on team leadership, mentoring our legal staff, and refining service delivery.
If you thrive in a consultative sales environment, enjoy building trust with clients, and have the legal background to guide families through complex estate and trust solutions, this is your ideal role.
Key Responsibilities
About the Firm
A premier, client-centered law firm in Fort Myers is seeking an experienced Managing Sales Attorney to lead its client engagement team. Our practice is founded on the belief that estate planning should provide families with peace of mind through a simplified, supportive process. We are looking for a leader to guide our clients through some of life's most important decisions.
The Role : A Leader in Client Engagement (80% Sales / 20% Management)
This is not a back-office drafting role. As the Managing Sales Attorney, you will lead our client consultations and closing process, guiding prospective clients through estate planning, probate, and trust administration decisions with empathy and clarity. Approximately 80% of your time will be dedicated to sales conversations, helping families choose the right path forward. The remaining 20% will focus on team leadership, mentoring our legal staff, and refining service delivery.
If you thrive in a consultative sales environment, enjoy building trust with clients, and have the legal background to guide families through complex estate and trust solutions, this is your ideal role.
Key Responsibilities
- Lead initial client consultations-guide prospective clients to understand their estate planning, probate, and trust administration needs and choose the right solution.
- Convert qualified leads into happy clients through a goal-focused, value-driven sales process.
- Oversee and mentor the attorney team on probate, trust administration, and estate planning service delivery.
- Collaborate with firm leadership to improve client onboarding, retention, and satisfaction.
- Maintain high closing rates and meet client engagement KPIs across all service areas.
- Provide legal oversight on select complex matters when needed (minimal drafting required).
- Active Florida FL Bar license (required).
- Minimum 3-5 years of legal practice.
- At least 2 years of direct estate planning experience (required).
- Probate and trust administration experience (preferred).
- Strong consultative sales skills-previous experience in legal sales or client-facing roles is highly preferred.
- Leadership or management experience in a legal setting.
- Confident in guiding client decision-making in a compassionate, educational way.
- Excellent communication, emotional intelligence, and listening skills.
- High personal integrity.
- Competitive salary with uncapped performance bonuses.
- Health insurance.
- 401(k) with employer match.
- Paid time off and holidays.
- Professional development opportunities.
- Hybrid work flexibility.
- A collaborative culture where sales are achieved through service, education, and relationship-building-not pressure.
- The chance to make a measurable impact on both clients' lives and the firm's success.
- Empathetic, emotionally intelligent, and people-focused.
- A natural guide and educator who is also a decisive closer.
- Comfortable making recommendations and leading conversations toward action.
- A collaborative leader who enjoys mentoring other attorneys.
- Someone who thrives on client interaction, not paperwork.
- Highly organized, proactive, and driven by results-with integrity at the core.