• Engage with clients to explain the importance of estate planning and help determine the best package for their needs. • Utilize estate planning software to generate accurate documents based on client input. • Assist clients with intake forms, final documentization, and promptly address any questions. • Support clients in coordinating asset transfers and ensure proper trust funding. • Serve as the primary point of contact for clients, providing ongoing support and timely follow-ups. • Confidently discuss the estate planning process with clients, overcome objections, and clearly communicate the value of completing their estate plans.