Estate Planning Attorney Opportunity: Grow Your Practice

Posted 2024-10-22

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💎 Seniority level: Middle, At least three years

📍 Location: United States

🔍 Industry: Estate and financial planning

🏢 Company: United Placement Group

🗣️ Languages: English

⏳ Experience: At least three years

🪄 Skills: Communication SkillsAnalytical SkillsCollaborationMicrosoft Excel

Requirements:

Active membership with the Wisconsin State Bar.
At least three years of experience in estate plan drafting.
Familiarity with technology, including Microsoft products and CRMs.
Comfortable with virtual communication methods.
Prior experience in business formation and knowledge in related legal areas.

Responsibilities:

Focus on wills, trusts, and related estate planning matters.
Manage post-retirement planning involving legal, financial, and tax strategies.
Conduct 100% virtual and telephonic consultations.
Collaborate with a dynamic team ensuring smooth client experience.

Apply

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Estate Planning Attorney Opportunity: Grow Your Practice

Requirements:

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