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Contract Attorney: Estate Planning: No Cost Client Introductions

Posted 2024-11-07

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

📍 Location: Louisiana, United States

🔍 Industry: Legal Services

🏢 Company: United Placement Group

🗣️ Languages: English, bilingual skills would be a plus

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

🪄 Skills: Communication SkillsAnalytical SkillsCollaborationMicrosoft Excel

Requirements:
  • Active membership with the Louisiana State Bar.
  • Minimum of three years of experience in estate plan drafting.
  • Knowledge of probate avoidance, asset protection, business formation, taxation, and special needs planning.
  • Comfortable with virtual communication methods and modern technology, including Microsoft products and CRMs.
  • Professional liability insurance is required, comfortable with estate tax planning.
  • Familiarity with business formation is highly desirable.
Responsibilities:
  • Conduct virtual or telephonic consultations with clients regarding estate planning and related legal matters.
  • Assist with document execution and retrieval, ensuring a smooth process for clients.
  • Work with a team to ensure an efficient client experience from marketing through estate settlement.
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