Estate Planning Attorney Opportunity: Grow Your Practice

Posted 2024-10-22

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💎 Seniority level: Middle, At least three years of experience in estate plan drafting

📍 Location: United States

🔍 Industry: Estate and financial planning services

🏢 Company: United Placement Group

🗣️ Languages: English

⏳ Experience: At least three years of experience in estate plan drafting

🪄 Skills: Communication SkillsAnalytical SkillsCollaborationMicrosoft Excel

Requirements:

Active membership with the Wisconsin State Bar.
Minimum of three years of experience in estate plan drafting.
Familiarity with Microsoft products and CRMs.
Comfortable using virtual communication methods.
Prior experience in business formation is highly desirable.
Knowledge in areas such as special needs, real estate, elder law, taxation, and asset protection is advantageous.

Responsibilities:

Focus on drafting wills, trusts, and related estate planning documents.
Manage client relationships through no-cost introductions.
Provide 100% virtual and telephonic consultations.
Benefit from complete back-office support for administrative tasks.

Apply

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Estate Planning Attorney Opportunity: Grow Your Practice

Requirements:

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