Estate Planning Attorney

Estate Planning Attorney DISC Chart

Job Summary

An estate planning attorney advises clients on issues related to how wealth and property are dispersed upon someone's death. The primary responsibility of the estate planning attorney is to consult with clients to determine their wishes and prepare required documents such as wills, trusts, powers of attorney, and health care directives. Legal aspects of estate planning may include knowledge of family law, taxation law, inheritance law, as well as concerns of community property, joint ownership, and charitable contributions. A Juris Doctor degree from an accredited law school is required for this position. You must also take and pass the state bar exam in the state where you intend to practice.

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Personality types of a Estate Planning Attorney

Each letter of DISC represents polar personality types with correlating behaviors and characteristics. Learn more about their strengths and weaknesses, how they communicate, and more

high D - Problem Solver

Likes to make decisions

high I - Influencer

Likes to interact with people

low S - Voyager

Likes a flexible work environment

high C - Rule Follower

Likes to follow procedures

Behavioral Qualities for a Estate Planning Attorney

Behavioral qualities make people naturally act in a certain way. Utilize people's natural behaviors and strengths at work.
  • Determined. Willful in achieving objectives.
  • Collaborative. Works well with others.
  • Proactive. Driven towards action, not reaction.
  • Detail oriented. Attentive to all levels of detail.

Motivators for a Estate Planning Attorney

Motivators are values that drive people. To retain passionate employees, place people in a role that utilizes their values
  • Economic: A utilitarian drive for results and maximal returns. To tend to the economic drive, assign cases that directly relate to the bottom line.
  • Political: A drive for authority, to take command. To tend to the political drive, let them take charge of client meetings and case preparations.
  • Regulatory: A drive to maintain order and the status quo. To tend to the regulatory drive, provide clear structure and let them create their own working systems when necessary.

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