Estate Planning Attorney

Creative Planning; Georgia; On-site; USD 108,000 - 132,000; Full time

Job summary

Creative Planning is seeking an Estate Planning Attorney to guide clients in building precise estate plans. The role emphasizes meeting the client within 5 business days, scheduling a signing at the end of the start meeting, and walking through documents with the client to finalize signatures.

A candidate should have a JD, Georgia bar license, 5+ years of estate planning, and the ability to present complex concepts clearly, draft and review documents accurately, and support referrals to grow the

Qualifications

• Juris Doctorate and bar admission in Georgia
• 5+ years of estate planning or related experience
• Ability to present complex estate planning concepts to clients
• Ability to draft and review estate planning documents with high accuracy
• LL.M. in tax or estate planning preferred

Responsibilities

• Serve as the primary contact for estate planning clients
• Respond to client questions promptly
• Solicit referrals to grow the practice
• Refer CPL clients to CP for wealth management
• Apply legal expertise to create and implement estate plans
• Maintain a positive attitude in a rapidly changing environment
• All other duties as assigned

Skills

Client communication

Legal drafting

Attention to detail

Adaptability

Education

Juris Doctorate

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 Georgia
• 5+ 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 more than one state

TECHNICAL SKILLS:

• Proficiency in Microsoft Office preferred

Salary Range: starts at $120,000 + bonus