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Estate Planning Attorney Opportunity: Grow Your Practice

Posted 2024-10-22

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💎 Seniority level: Middle, 3-5 years

📍 Location: United States

🔍 Industry: Estate and financial planning services

🏢 Company: United Placement Group

🗣️ Languages: English

⏳ Experience: 3-5 years

🪄 Skills: Communication SkillsMicrosoft Excel

Requirements:
  • Active membership with the Wisconsin State Bar.
  • Minimum of 3-5 years of experience in estate plan drafting.
  • Expertise in probate avoidance, asset protection, business formation and succession planning.
  • Familiarity with taxation, Medicaid-related issues, and special needs planning.
  • Comfort with virtual communication and consultations.
  • Professional liability insurance.
  • Knowledge of modern technology, including Microsoft products and CRMs.
Responsibilities:
  • Serve as the estate planning attorney focusing on wills, trusts, and related legal matters.
  • Attract qualified clients through the company's marketing efforts without incurring marketing costs.
  • Utilize 100% virtual/telephonic consultations.
  • Have complete back-office support for administrative tasks.
  • Ensure smooth client experiences from initial contact to estate settlement.
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