Estate Planning Attorney

Creative Planning; California (MO); On-site; USD 140,000 - 210,000; Full time

Job summary

Creative Planning seeks an Estate Planning Attorney to help clients finalize precise estate plans, guiding the process from an initial intake to the signing of documents. The role requires coordinating a start meeting within five business days and scheduling the signing at the end of that meeting, while walking clients through the documents and owning the process through signatures.

A highly successful candidate will convert initial calls into signed engagements and thrive in a fast-changing

Qualifications

• Juris Doctorate required and in good standing.
• Licensed to practice law in at least one state.
• Ability to present complex estate planning concepts clearly to clients.
• Accurate drafting and review of estate planning documents.

Responsibilities

• Serves as the primary point of contact for estate planning clients.
• Answer client questions promptly and offer same-day response.
• Ask clients for referrals to grow the practice.
• Refer CPL clients to CP for Wealth Management when appropriate.
• Apply legal expertise to create and implement estate plans.
• Demonstrate a positive attitude and adaptability in a fast-changing environment.
• Carry out all other duties as assigned.

Skills

Client communication

Estate planning concepts

Presentation skills

Adaptability

Clarifying client needs

Education

Juris Doctorate

Bar admission (state)

LL.M. in tax or estate planning

Tools

Microsoft Office

Job description

The primary responsibility of the Estate Planning Attorney is to help a client complete an accurate estate plan that fulfills the client’s wishes in an efficient fashion, specifically by being available for a ‘start’ meeting within 5 business days, setting the signing meeting at the end of the start meeting, walking through the documents with the client during the signing meeting and owning the process through client signatures. A highly successful estate planning attorney has a high ratio of conversions from initial call to signatures.

JOB DUTIES

• Serves as the primary point of contact for estate planning clients
• Answer client questions within same day or same day offer timing of response
• Ask clients for referrals to grow practice beyond wealth management referrals
• Refer CPL clients not referred by CP to CP for wealth management
• Uses legal expertise to assist in the creation and implementation of estate plans
• Displays a positive attitude and willingness to adapt in a rapidly changing environment
• All other duties as assigned

REQUIRED EXPERIENCE / QUALIFICATIONS

• Juris Doctorate
• Licensed and in good standing with the bar of one state
• 7+ years of estate planning or other relevant experience
• Ability to present complex estate planning concepts to clients
• Ability to draft and review estate planning documents with a great degree of accuracy

PREFERRED EXPERIENCE / QUALIFICATIONS

• LL.M. in tax or estate planning
• Licensed and in good standing with the bar in the state of California

TECHNICAL SKILLS:

• Proficiency in Microsoft Office preferred