Overview
The Law Office of Andrew Rowe, P.A. is a fast growing estate planning and probate firm dedicated to helping families safeguard what they have built and ease difficult moments for loved ones. We are a small, highly committed team that loves the work we do. Our approach relies on thoughtful internal systems and processes to deliver exceptional results while continuing to grow. Here, skilled professionals take ownership of their roles and make a meaningful impact on clients’ lives. This is where you would fit in.
Role purpose
You may be the right fit if you have observed how trust administration can become unnecessarily complex due to drafting gaps. If you are truly the right person, you seize the opportunity to prevent similar issues. We are establishing the Estate Planning Specialist role for someone with a background in trust administration. Your experience will influence how we design and implement estate plans from the outset. As the operational quarterback for planning matters, you will coordinate the process from the client’s initial preparation through document execution. By leveraging your trust administration know-how to spot potential issues early, communicate clearly with clients, and guide matters through the planning process, you will strengthen our systems, enhance the client experience, and enable the attorney to focus on legal strategy, delivering value for clients, our team, and the overall quality of every plan we produce.
Core responsibilities
- Serve as the primary client-facing coordinator throughout the estate planning process, ensuring effective communication between our team and clients.
- Review intake information to identify missing or incomplete details.
- Interact with clients professionally to clarify facts about assets, family structure, and planning goals.
- Lead internal case status reviews, identify stalled items, and coordinate team follow-up.
- Organize client information in the firm’s CRM to prepare attorneys for design meetings.
- Review drafted estate planning documents for accuracy and alignment with client information.
- Apply final refinements to documents prepared by a drafting paralegal.
- Leverage prior experience to identify practical trust administration issues, flag them for edits and attorney review.
- Propose and draft edits or custom language for attorney consideration.
- Lead estate plan signing meetings with clients: review documents and explain funding instructions to ensure clients can implement the plan successfully.
- Track billable time and maintain accurate case records within the firm’s systems.
- Collaborate with the team to refine and implement updates to internal processes.
Non negotiables
- Must be in the office Monday through Friday, 8:30 AM to 5:30 PM.
- Trust administration experience of 3 to 5+ years, including work with Special Needs Trusts or other discretionary trusts. (CFTA or CFP is a plus, but not required)
- Comfort drafting custom legal language for attorney review.
- Excellent communication and interpersonal skills.
- Outstanding attention to detail and accuracy.
- Comfort working with a variety of computer programs, databases, and systems, including Microsoft Office and CRMs.
- Reliability and the ability to handle confidential information discreetly.
- A proactive mindset and customer-service approach that supports a positive office environment.
- Ability to adapt to the evolving needs of a fast-growing business.
- Strong multitasking, organizational, and prioritization abilities.
- Comfort in a small, fast-moving firm where priorities shift and processes evolve.
What success looks like
- The estate planning process runs smoothly, proactively, and efficiently for clients and the firm.
- Clients feel informed, supported, and confident throughout the planning journey.
- Matters move efficiently from intake to execution without unnecessary delays.
- The attorney enters design meetings fully prepared and can focus on legal analysis rather than chasing details.
- Draft documents accurately reflect the client’s situation and require minimal revisions.
- Clients depart signing meetings with a clear understanding of their documents and next steps to implement the plan.
- The firm can handle increasing matter volumes while maintaining high levels of client service.
Directions to apply
Details matter in a law firm, and clear communication is essential in this role. To help us identify applicants who read instructions carefully, please follow these steps. In addition to applying through this channel, email firm@aerlawoffice.com with the subject line Estate Planning Specialist followed by your last name in all caps and then your favorite movie. Attach your resume. In the body of the email, include a short paragraph to give us a sense of you beyond the resume by choosing one option: share your preference between Lil Saigon or Saigon restaurant and why, or if you are not a Wichita native, tell us about something you enjoy explaining to others.
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 CFPA.
- A workplace culture built on professionalism and mutual respect, with flexibility when responsibilities are managed well.
- If health insurance coverage is a concern, we encourage you to apply as expanding benefits is a priority as we grow.
Job details
- 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
