Job Details

Estate Planning Attorney

Company name

Creative Planning, Inc.

Organization Type


Job Type



Leawood, KS

Date Last Verified

Dec 13,2017

Posted on

Jan 19,2017
Practice Area
Trusts and Estates >> Trusts and Estates
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Estate Planning Attorney The candidate will review and summarize current and prospective client estate plans for wealth managers to communicate with clients and to identify problems/inefficiencies and opportunities in estate planning. Will directly consults with wealth managers regarding estate planning issues for individual clients.

Qualification and Experience

The candidate should have Juris Doctorate degree. Excellent academic credentials is required. Excellent written and verbal communication skills is required. Must have knowledge of estate planning and tax issues, as well as advanced research skills to assist in providing possible solutions for complex client issues. Admission to the Missouri and Kansas Bar is required. MS Office 2013/Windows 8, specifically Word, PowerPoint and Excel skills is required.

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