Estate Planning Practice Success Coach Virtual Fulltime

Overview

Wealth Counsel 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.

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 Wealth Counsel members with education, content, coaching, training, and resources to help them on their path to a successful law practice and fulfilling legal career.

• Serve as coach to Wealth Counsel 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 Wealth Counsel’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 ( or other)
• Collaborate with third-party vendors, partners, and affiliates in the creation and delivery of additional programs in partnership with Wealth Counsel. 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

• 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
• Wealth Counsel membership experience a plus (not required)

This is a virtual,…