Estate Planning Attorney — Lead Client Plans & Signatures

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

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.