Jennifer J. Marshall, J.D., CLU, FLMI

Established practice and oversee all aspects of business management including marketing, PR, speech writing, social media management, networking, bookkeeping, hiring, and daily legal duties. Focus legal work on business formation in addition to estate planning and probate, meeting with up to ten new different clients per week to conduct initial consultations and then implementing strategic plans accordingly. Perform research, deed work, business investigation, document drafting, and communication with varied government entities. Follow-up with clients to tie up loose ends including signatures, deed recordings, and trust funding details. ✔ Launched business from the ground up and grew from ~$100K in revenues in the first years to a current annual revenue of ~$500K, adding over 3K clients since 2010 and maintaining profitability despite the pressures of COVID and personal catastrophic circumstances throughout tenure. ✔ Recognized as one of the top estate planning attorneys in Lee’s Summit due to an established compassionate reputation and skill in generating a strong client base through referrals and Google reviews. ✔ Drafted and executed highly efficient processes and original documents, gaining attention from colleagues and clients alike for delivery of seamless procedures and timely estate closing which is rare for probate attorneys. ✔ Achieved status as Missouri’s first gun trust attorney in 2014 with steady dealer referrals through the years. ✔ Served as the sole attorney for a local major wealth management firm and realized long-term success and satisfaction in handling planning for their entire client base. ✔ Wrote articles for multiple publications and delivered presentations at numerous industry events. ✔ Met with a large diversity of clients to conduct estate planning, including travel to nursing homes and hospitals to meet with individuals facing pressing, end-of-life circumstances.

Served as the first lawyer to receive the law firm work from the founder of Creative Planning upon his pursuit of other arms of his businesses. Managed the entire Will & Trust Center and completed all associated duties in addition to client meetings, document drafting, and speech presentations. Completed KS probate work in the form of guardianships and decedent estates. Trained replacement hire before leaving the company. ✔ Advanced industry expertise while learning estate planning software, quickly discovering that launching a new business would draw greater profitability. ✔ Enabled Creative Planning to break through into probate work which allowed future hires of additional probate attorneys and handling of client estates.

Managed responsibilities for a third of the case load which required entry into stranger’s homes after their passing and securing of assets. Performed legal consultation, analysis, and representation of the Public Administrator. Investigated homes for applicable details, settling and administering estates from beginning to end. Dealt with placement and medical treatment decisions and issues for guardianships. Directed a staff of social workers, property managers, and benefit managers as they completed components of fiduciary’s responsibility. Attended all court proceedings for assigned cases/estates and met with family members and medical providers as necessary. Responded to questions with professionalism, accuracy, and efficiency. ✔ Built a long-term relationship with the General Counselor who became a trusted referral source. ✔ Administered and closed estates faster than any other attorney due to expertise in developing forms, checklists, and effective follow-up systems.

Facilitated interactions among producers, estate planners, underwriters, and product development teams throughout the planning, design, sales, and underwriting process. Assisted estate planners in the development of illustrations. ✔ Served as liaison among departments within the NYC Home Office and Brokerage in KC and assisted the Regional Field Director in marketing activities to achieve sales goals.

Editor and Photographer for yearbook, Writer for Nebraska Sports Information. I have also contributed to various articles throughout my career in legal publications.