Remote Estate Planning Intake Specialist

Law Mother

Schedule: Monday–Friday | 8:00 AM–5:00 PM Mountain Time

Compensation: $8-9/hour + Performance Bonuses

Location: Fully Remote

Join a Growing Estate Planning & Asset Protection Law Firm

Law Mother is a Colorado-based estate planning and asset protection law firm serving families, business owners, and real estate investors.

We help clients plan for the unexpected by making complex legal decisions simple, clear, and approachable. Our goal is to move clients from uncertainty to peace of mind through thoughtful guidance and streamlined processes.

We are looking for an experienced Legal Intake Specialist with prior estate planning experience to serve as the first point of contact for prospective clients.

Previous professional experience with an estate planning law firm is required for this position.

About the Role

As our Remote Estate Planning Intake Specialist, you will be responsible for speaking with prospective new clients (PNCs), understanding why they are seeking help, gathering critical information, qualifying potential clients, and guiding appropriate prospects through the next steps in the firm's intake process.

Because our clients are seeking assistance with important estate planning and asset protection matters, we need someone who already understands the terminology, client concerns, and general intake process associated with an estate planning practice.

You should be comfortable having conversations involving wills, trusts, estate planning, asset protection, powers of attorney, and related planning needs.

This is not a receptionist role.

This is a client-facing, conversation-driven position that directly impacts client experience, attorney efficiency, and firm growth. You will not provide legal advice, but you should have enough estate planning experience to confidently communicate with prospective clients, recognize their needs, and guide them through the firm's established intake process.

Core Responsibilities

Answer inbound calls promptly, warmly, and professionally

Respond to missed calls, website inquiries, and prospective client requests

Build rapport and trust with prospective clients

Ask thoughtful questions to understand each prospective client's situation and goals

Gather and verify critical client and matter information





Identify and properly categorize estate planning and asset protection inquiries

Qualify prospective new clients according to the firm's established criteria

Clearly explain the firm's intake and consultation process without providing legal advice

Schedule qualified prospective clients for consultations and appropriate next steps

Conduct timely follow-up with prospective clients

Manage consultation confirmations, cancellations, rescheduling, and no-shows

Maintain complete, accurate, and organized CRM records

Document conversations and relevant client information clearly

Follow established intake scripts, workflows, systems, and training

Communicate important information to attorneys and other team members

Maintain professionalism and confidentiality when handling sensitive client information

Required Qualifications

Previous experience working for an estate planning law firm is required

At least 2 year of professional intake, client service, legal support, or phone-based experience

Familiarity with common estate planning matters and terminology

Experience speaking with prospective or existing estate planning clients

Strong spoken and written English

Excellent verbal communication and phone skills

Strong active listening and emotional awareness

Ability to build trust and rapport quickly

Ability to guide and control conversations naturally without sounding scripted

High attention to detail and accuracy

Ability to remain calm, empathetic, and professional with emotional or stressed callers

Strong follow-up and organizational skills

Comfortable working within structured processes and established intake procedures

Reliable and responsive in a remote work environment

Candidates without prior estate planning experience will not be considered for this position.

Preferred Experience

Experience with several of the following is highly desirable:

Estate planning intake

Wills and trusts





Revocable living trusts

Powers of attorney

Asset protection

Probate or estate administration

Client consultation scheduling

Legal CRM or case management systems

Lead qualification and follow-up

Client conversion or legal sales

Sales or conversion experience is a plus, particularly within a law firm environment, but this role is focused on helping prospective clients feel heard, understood, and confidently guided through the intake process — not high-pressure selling.

Technical Requirements

Comfortable working with CRM and case management systems

Ability to type, take detailed notes, and update records while speaking with clients

Comfortable learning and using new software and communication platforms

Reliable high-speed internet connection

Quiet, professional remote work environment

Ability to consistently work 8:00 AM–5:00 PM Mountain Time, Monday through Friday

What Success Looks Like:

Success in this role means:

Delivering warm, professional, and high-quality intake calls

Confidently handling conversations with estate planning prospects

Asking the right questions and gathering complete information

Accurately identifying and qualifying prospective client needs

Maintaining clean, detailed, and reliable CRM records

Following up consistently and reducing consultation no-shows

Moving qualified prospects efficiently through the intake process

Providing an excellent first impression of Law Mother

Receiving positive feedback from prospective clients, attorneys, and leadership

Who Thrives in This Role

This position is adecuado for someone who understands that legal intake is a mission-critical function within an estate planning law firm.

You are empathetic without losing control of the conversation. You listen carefully, communicate clearly, follow established processes, and understand the importance of accuracy and follow-through.

Most importantly, you already understand the estate planning environment and can confidently communicate with prospective clients seeking help protecting their families, assets, and future.

If you have prior estate planning law firm experience and enjoy helping prospective clients take the first step toward solving an important legal need, we'd love to hear from you.

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