Estate Planning Attorney: Fast Start & Seamless Signings

Creative Planning seeks an Estate Planning Attorney to help clients finalize precise estate plans, guiding the process from an initial intake to the signing of documents. The role requires coordinating a start meeting within five business days and scheduling the signing at the end of that meeting, while walking clients through the documents and owning the process through signatures. A highly successful candidate will convert initial calls into signed engagements and thrive in a fast-changing