Estate Planning Attorney - Statewide

Title: Estate Planning Attorney Location: Georg ia Job Description: JOB SUMMARY The Estate Planning Attorney 's primary responsibility 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 o f 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 Georgia • 5-7 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