Estate Planning Attorney

Creative Planning; New York (NY); On-site; USD 130,000 - 170,000; Full time

Job summary

Creative Planning is seeking an experienced Estate Planning Attorney in New York to guide clients through comprehensive estate plans from kick-off to signing.

You will serve as primary contact for estate planning clients, explain complex concepts clearly, draft and review documents with high accuracy, and drive client signatures to completion in a fast-paced environment.

Qualifications

• Juris Doctorate required.
• Licensed and in good standing with the bar of one state.
• 5+ years of estate planning or relevant experience.
• Ability to present complex estate planning concepts to clients.
• Ability to draft and review estate planning documents with accuracy.

Responsibilities

• 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
• 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

Skills

Client communication

Estate planning concepts

Document drafting

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 one state
• 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 the state of NY or PA

TECHNICAL SKILLS:

• Proficiency in Microsoft Office preferred