Estate Planning Attorney

Creative Planning; Tennessee; On-site; USD 80,000 - 120,000; Full time

Job summary

A financial planning firm in Tennessee is seeking an experienced Estate Planning Attorney to guide clients through the estate planning process. The role requires a Juris Doctorate, with at least 7 years of estate planning experience and a Tennessee bar license. Responsibilities include serving as the primary point of contact for clients, addressing inquiries promptly, and utilizing legal expertise for effective estate plan implementation. The ideal candidate adapts well to change and demonstrates strong communication skills.

Qualifications

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

Responsibilities

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

Skills

Client communication

Estate planning expertise

Document drafting

Referral requesting

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.

We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly.

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 TN
• 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