Estate Planning Attorney: Drive Client Conversions & Plans

Creative Planning; Georgia; On-site; USD 108,000 - 132,000; Full time

Job summary

Creative Planning is seeking an Estate Planning Attorney to guide clients in building precise estate plans. The role emphasizes meeting the client within 5 business days, scheduling a signing at the end of the start meeting, and walking through documents with the client to finalize signatures.

A candidate should have a JD, Georgia bar license, 5+ years of estate planning, and the ability to present complex concepts clearly, draft and review documents accurately, and support referrals to grow the

Qualifications

• Juris Doctorate and bar admission in Georgia
• 5+ years of estate planning or related experience
• Ability to present complex estate planning concepts to clients
• Ability to draft and review estate planning documents with high accuracy
• LL.M. in tax or estate planning preferred

Responsibilities

• Serve as the primary contact for estate planning clients
• Respond to client questions promptly
• Solicit referrals to grow the practice
• Refer CPL clients to CP for wealth management
• Apply legal expertise to create and implement estate plans
• Maintain a positive attitude in a rapidly changing environment
• All other duties as assigned

Skills

Client communication

Legal drafting

Attention to detail

Adaptability

Education

Juris Doctorate

LL.M. in tax or estate planning

Tools

Microsoft Office

Job description

Creative Planning is seeking an Estate Planning Attorney to guide clients in building precise estate plans. The role emphasizes meeting the client within 5 business days, scheduling a signing at the end of the start meeting, and walking through documents with the client to finalize signatures.

A candidate should have a JD, Georgia bar license, 5+ years of estate planning, and the ability to present complex concepts clearly, draft and review documents accurately, and support referrals to grow the