DISC+ PROFILE
Estate Planning Attorney
Estate Planning Attorney
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.
See Full Job DescriptionPersonality 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
D
high D - Problem Solver
Likes to make decisions
I
high I - Influencer
Likes to interact with people
S
low S - Voyager
Likes a flexible work environment
C
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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