Estate Planning Attorney

Creative Planning; Overland Park (KS); On-site; USD 108,000 - 132,000; Full time

Job summary

Creative Planning is seeking an Estate Planning Attorney in Overland Park, KS, to lead client engagements from initial contact through signing. You will ensure timely start meetings, walk clients through documents, and own the process to achieve signatures efficiently.

The ideal candidate has a JD, bar admission in KS or MO, and 5+ years in estate planning, with strong ability to explain complex concepts and draft precise documents.

Qualifications

• Juris Doctorate required for practice in estate planning.
• Licensed and in good standing with the Kansas and/or Missouri bar.
• At least 5+ years of estate planning or related experience.
• Ability to present complex estate planning concepts to clients.

Responsibilities

• Serve as the primary point of contact for estate planning clients.
• Respond to client questions promptly, aiming for same-day responses.
• Ask clients for referrals to grow the practice.
• Refer CPL clients not referred by CP to CP for wealth management.
• Use legal expertise to create and implement estate plans.
• Maintain a positive attitude and adapt to a changing environment.
• Perform all other duties as assigned.

Skills

Estate planning knowledge

Client communication

Document drafting

Microsoft Office

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 Kansas and/or Missouri
• 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 of more than one state

TECHNICAL SKILLS:

• Proficiency in Microsoft Office preferred

Salary Range: starts at $120,000 + bonus