What are the responsibilities and job description for the Estate Planning Attorney position at Creative Planning?
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 in the state of California
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 bar in more than one state
TECHNICAL SKILLS:
Proficiency in Microsoft Office preferred
Negotiable salary. Range
starts
at $120,000 bonus
Salary : $120,000