Estate Planning Attorney: Client-Centric Plan Designer

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

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.