Estate Planning Attorney

Creative Planning; Sacramento (CA); On-site; USD 80,000 - 120,000; Full time

Job summary

Creative Planning is looking for an experienced Estate Planning Attorney in Sacramento, California. The attorney will manage client relationships, oversee the estate planning process, and ensure document accuracy. Candidates should have at least 7 years of relevant experience and a Juris Doctorate.

Familiarity with Microsoft Office and strong communication skills are preferred. This role will involve direct client interactions and requires a proactive approach to meeting client needs.

Qualifications

• 7+ years of estate planning or other relevant experience.
• Ability to present complex estate planning concepts to clients.
• Licensed and in good standing with the bar.

Responsibilities

• Serve as the primary point of contact for estate planning clients.
• Answer client questions within same day.
• Use legal expertise to assist in creating and implementing estate plans.

Skills

Client communication

Legal expertise in estate planning

Document drafting and review

Adaptability

Education

Juris Doctorate

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
• 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 bars of more than one state

TECHNICAL SKILLS

• Proficiency in Microsoft Office preferred