Estate Planning Attorney Opportunity: Grow Your Practice

Posted 2024-11-13

View full description

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

📍 Location: United States

🔍 Industry: Estate and financial planning services

🏢 Company: United Placement Group

🗣️ Languages: 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.
A minimum of three years of experience in estate plan drafting.
Familiarity with Microsoft products and CRMs.
Comfortable with virtual communication methods.
Knowledge in areas like special needs, real estate, elder law, taxation, and asset protection is a plus.

Responsibilities:

Assist clients with estate planning, including wills and trusts.
Focus on post-retirement planning and related legal strategies.
Manage client consultations and ensure smooth communication.
Collaborate with a team to provide comprehensive support.

Apply

Related Jobs

Apply

🔥 Estate Planning Attorney Opportunity: Grow Your Practice

Posted 2024-11-14

📍 Arkansas, United States

🔍 Estate and financial planning services

🏢 Company: United Placement Group

Active membership with the Arkansas State Bar is required.
At least three years of experience in estate plan drafting is necessary.
Familiarity with modern technology, including Microsoft products and CRMs, is needed.
Comfort with virtual communication methods is essential.
Prior experience in business formation is highly desirable.
Knowledge in special needs, real estate, elder law, taxation, and asset protection would be advantageous.

As the estate planning attorney, you will focus on wills, trusts, and related matters.
You will receive client introductions and have complete back-office support.
Your role allows you to conduct consultations virtually and manage cases without administrative burdens.

Communication SkillsMicrosoft OfficeAttention to detailOrganizational skillsTime ManagementWritten communicationMicrosoft Office Suite

Posted 2024-11-14

Apply

🔥 Estate Planning Attorney Opportunity: Grow Your Practice

Posted 2024-11-13

📍 Arkansas, United States

🔍 Estate and financial planning services

🏢 Company: United Placement Group

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

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.

Communication SkillsMicrosoft OfficeMicrosoft Office Suite

Posted 2024-11-13

Apply

🔥 Estate Planning Attorney Opportunity: Grow Your Practice

Posted 2024-11-09

📍 New Hampshire, United States

🔍 Estate and financial planning services

🏢 Company: United Placement Group

Active membership with the New Hampshire State Bar.
Experience in estate plan drafting for 3-5 years.
Familiarity with probate avoidance, business formation, and succession planning.
Knowledge in taxation, Medicaid-related issues, and special needs planning.
Comfortable with modern technology and virtual communication methods.

Focus on drafting wills, trusts, and related estate planning documents.
Help clients and their families prepare for different life events through legal strategies.
Conduct 100% virtual and telephonic consultations.

Communication SkillsAnalytical SkillsCollaborationMicrosoft Excel

Posted 2024-11-09

Apply

🔥 Estate Planning Attorney Opportunity: Grow Your Practice

Posted 2024-10-22

📍 United States

🔍 Estate and financial planning

🏢 Company: United Placement Group

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.

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.

Communication SkillsAnalytical SkillsCollaborationMicrosoft Excel

Posted 2024-10-22

Apply

🔥 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 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.

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.

Communication SkillsMicrosoft Excel

Posted 2024-10-22

Apply

🔥 Estate Planning Attorney Opportunity: Grow Your Practice

Posted 2024-10-22

📍 Wisconsin, United States

🔍 Estate planning and financial services

🏢 Company: United Placement Group

Active membership with the Wisconsin State Bar.
Minimum of three years of experience in estate plan drafting.
Familiarity with modern technology, including Microsoft products and CRMs.
Comfortable with virtual communication methods.
Prior experience in business formation is highly desirable.
Additional knowledge in special needs, real estate, elder law, taxation, and asset protection is advantageous.
Bilingual skills would be a plus.

Specialize in post-retirement planning, assisting clients in legal, financial, and tax matters.
Draft wills, trusts, and related estate planning documents.
Conduct 100% virtual/telephonic consultations with clients.
Work with a dynamic team to ensure a smooth client experience.

Communication SkillsAnalytical SkillsCollaborationMicrosoft Excel

Posted 2024-10-22

Apply

🔥 Estate Planning Attorney Opportunity: Grow Your Practice

Posted 2024-10-22

📍 Wisconsin, United States

🔍 Estate and financial planning services

🏢 Company: United Placement Group

Active membership with the Wisconsin State Bar.
Private practice experience required.
At least three years of experience in estate plan drafting.
Familiarity with Microsoft products and CRMs.
Comfortable with virtual communication methods.
Knowledge in taxation, Medicaid-related issues, and special needs planning.
Professional liability insurance.
Prior experience in business formation is highly desirable.

Focus on wills, trusts, and related estate planning matters.
Assist clients with post-retirement planning.
Provide expert legal advice and strategies.
Conduct 100% virtual/telephonic consultations.
Work with a network of attorneys to enhance client experience.

Communication SkillsAnalytical SkillsCollaborationMicrosoft Excel

Posted 2024-10-22

Apply

🔥 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.
Benefit from complete back-office support for administrative tasks.

Communication SkillsAnalytical SkillsCollaborationMicrosoft Excel

Posted 2024-10-22

Apply

Estate Planning Attorney Opportunity: Grow Your Practice

Requirements:

Responsibilities:

Related Jobs

🔧 Requirements

💡 Responsibilities

🔧 Requirements

💡 Responsibilities

🔧 Requirements

💡 Responsibilities

🔧 Requirements

💡 Responsibilities

🔧 Requirements

💡 Responsibilities

🔧 Requirements

💡 Responsibilities

🔧 Requirements

💡 Responsibilities

🔧 Requirements

💡 Responsibilities