If the following describes you, then you might be the Estate Planning Specialist our clients need:
- You have 3-5 years of experience with the administration of revocable and irrevocable trusts, especially supplemental needs trusts.
- Talking to strangers in person or on the phone doesn’t scare you—it energizes you.
- You are genuinely interested in trust and estate planning and might even catch yourself explaining trust administration at dinner before someone politely changes the subject.
- You carry a strong internal drive to genuinely improve people’s lives.
- You can navigate Microsoft Office Suite like a fish in water.
- You manage deadlines with the precision of an air-traffic controller on Thanksgiving weekend.
- You believe no question is too big, too small, or too ridiculous to answer kindly.
- You can pivot quickly when priorities change and stay organized and focused while plans evolve.
- When you encounter a gap in systems, procedures, or scripts, your instinct is to help build the solution rather than wait for someone else to define it.
Who We Are
The Law Office of Andrew Rowe is a fast-growing estate planning and probate firm that helps families protect what they’ve built and make difficult moments easier for their loved ones. We are small and incredibly dedicated team that loves what we do. We leverage internal systems/processes with thoughtful legal planning so we can deliver exceptional work while continuing to grow and evolve. Here, talented professionals take ownership of their roles while positively impacting our clients’ lives.
That’s where you come in.
The Purpose of This Role
If you are the person we are looking for, you have probably seen a trust administration matter become far more difficult than it needed to be because of poor drafting.
And If you are really the right person for the job, you jump at the opportunity to prevent that from happening again.
That is exactly why we are building the role of Estate Planning Specialist for someone with a trust administration background. In this position, your experience will not sit on the sidelines. It will help shape how we design and implement estate plans from the beginning.
The Estate Planning Specialist will serve as the operational quarterback for each planning matter, coordinating the process from the client’s first preparation steps through document execution.
By applying your trust administration experience to identify potential issues early, communicate clients clearly, and guide matters through the planning process, you will help strengthen our systems, improve the client experience, and free the attorney to focus on legal strategy, creating a net win for our clients, our team, and the quality of every plan we produce.
Core Responsibilities
As an Estate Planning Specialist, you will:
Serve as the primary client-facing coordinator throughout the estate planning process:
- Coordinate proper communication between our team and clients.
- Review client intake information and identify missing or incomplete details.
- Communicate professionally and effectively with clients to clarify facts regarding assets, family structure, and planning goals.
Lead internal case status reviews:
- Identify stalled items.
- Coordinate team follow-up.
- Organize client information using the firm’s CRM to prepare the attorney for design meetings.
Review drafted estate planning documents for accuracy and consistency with client information:
- Review and apply final touches on documents drafted by a drafting paralegal.
- Apply prior experience to identify practical trust administration issues, flagging them for edits and attorney review.
- Propose and draft edits or custom language for attorney consideration.
Lead estate plan signing meetings with clients:
- Review the documents with clients.
- Walk through funding instructions so clients leave the meeting prepared to successfully implement their plan.
Track billable time and maintain accurate case records within the firm’s systems.
Collaborate with the team to both refine and then implement necessary updates to the company’s internal processes.
Non-Negotiables
- Must be available to work in the office Monday-Friday, 8:30 AM - 5:30 PM.
- Trust Administration Experience: 3-5+ years of estate administration experience, such as Special Needs Trusts or other discretionary trusts. (CFTA and/or CFP is a plus, but not necessary)
- Comfort with drafting custom legal language for attorney review.
- Excellent communication and interpersonal skills.
- An attention to detail so strong that you notice if a Post-It note is crooked.
- Comfort working with various computer programs, databases, and systems, including Microsoft Office Suite and CRMs.
- Reliability and ability to handle confidential information with discretion.
- The belief that small tasks, like making coffee or welcoming guests, isn’t beneath anyone—it’s just part of creating a positive office environment.
- Ability to adapt alongside the evolving needs of a fast-growing business.
- Top-tier ability to manage multiple tasks, organize information, and prioritize appropriately.
- Comfort working in a small, fast-growing business where priorities shift and processes continue to evolve.
What Success Looks Like
In this role, success means the estate planning process runs smoothly, proactively, and efficiently for both clients and the firm. When you’re succeeding in this role:
- Clients rave about us, as they feel informed, supported, and confident throughout the planning process.
- Estate planning matters move efficiently from intake to execution without unnecessary delays.
- The attorney enters design meetings fully prepared and gets to focus on legal analysis (and not chasing down a random beneficiary’s middle name).
- Draft documents accurately reflect the client’s situation and require minimal revision (or a future trust officer cussing at us).
- Clients leave signing meetings with a clear understanding of their documents and the steps needed to implement their plan.
- The firm can handle a growing volume of matters while maintaining a high level of client service.
Directions to Apply
Details matter in a law firm, and careful communication is an important part of this role. To help us identify applicants who read instructions carefully, please follow the steps below. In addition to applying through this channel, send an email to firm@aerlawoffice.com:
- In the subject line of the email, type "Estate Planning Specialist" followed by your last name in all caps followed by your favorite movie.
- Attach your resume to the email.
In the body of the email, include a short paragraph so we can get to know you a little outside of your resume:
- Either share your preference between Lil Saigon or Saigon restaurant and why (we promise to keep the debate civil).
- Or, if you aren’t a Wichita native (or too smart to take a stance on such a divisive topic), tell us about something you enjoy explaining to other people.
Benefits
- Competitive salary, based on qualifications and experience.
- Performance-based bonus opportunities tied to individual and firm success
- 401K with 3% employer match eligibility
- Paid time off and holidays
- Opportunities for professional development and growth
- Firm support for maintaining professional licenses such as CTFA or CFP
- A workplace culture built on professionalism and mutual respect, where flexibility is possible when responsibilities are handled well.
If health insurance coverage is the one thing preventing you from applying, we still encourage you to reach out. As our firm continues to grow, expanding our benefits offering is a priority.
We look forward to hearing from you soon!
Job Type: Full-time
Pay: $70,000.00 - $110,000.00 per year
Schedule:
- 8 hour shift
- Monday to Friday
Ability to Commute:
- Wichita, KS 67203 (Required)
Work Location: In person
