Estate Planning Attorney Opportunity: Grow Your Practice

Posted 2024-11-13

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

📍 Location: Arkansas, United States

🔍 Industry: Estate and financial planning 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 SkillsMicrosoft OfficeMicrosoft Office Suite

Requirements:

Active membership with the Arkansas State Bar
Private practice experience required
Preferred residency in Arkansas
3-5 years of estate plan drafting experience
Familiarity with modern technology including Microsoft products and CRMs
Comfortable with virtual communication methods
Prior experience in business formation is desirable
Knowledge in areas like special needs, real estate, elder law, taxation, and asset protection would be advantageous
Professional liability insurance required

Responsibilities:

As estate planning attorney, focus on wills, trusts, and related matters.
Attract qualified clients through the company's network.
Engage in 100% virtual/telephonic consultations.
Work with a supportive team managing administrative tasks.
Contribute to specialized post-retirement planning services for clients.

Apply

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Familiarity with modern technology, including Microsoft products and CRMs, is needed.
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Active membership with the Wisconsin State Bar.
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Familiarity with Microsoft products and CRMs.
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Knowledge in taxation, Medicaid-related issues, and special needs planning.
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🔥 Estate Planning Attorney Opportunity: Grow Your Practice

Posted 2024-10-22

📍 United States

🔍 Estate and financial planning services

🏢 Company: United Placement Group

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.

Focus on drafting wills, trusts, and related estate planning documents.
Manage client relationships through no-cost introductions.
Provide 100% virtual and telephonic consultations.
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Communication SkillsAnalytical SkillsCollaborationMicrosoft Excel

Posted 2024-10-22

Apply

Estate Planning Attorney Opportunity: Grow Your Practice

Requirements:

Responsibilities:

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