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Contract Attorney: Estate Planning: No Cost Client Introductions

Posted 2024-11-14

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πŸ’Ž Seniority level: Senior, At least three years of experience in estate plan drafting

πŸ“ Location: Vermont, United States

πŸ” Industry: Legal Services

🏒 Company: United Placement Group

πŸ—£οΈ Languages: English, bilingual skills would be a plus

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

πŸͺ„ Skills: Communication SkillsMicrosoft OfficeAttention to detailOrganizational skillsTime ManagementWritten communicationMicrosoft Office Suite

Requirements:
  • Active membership with the Vermont State Bar.
  • Prior private practice experience required.
  • Preference for residency in Vermont.
  • Minimum of three years in estate plan drafting.
  • Familiarity with Microsoft products and CRMs.
  • Comfortable with virtual communication methods.
  • Desirable experience in business formation.
  • Knowledge in special needs, real estate, elder law, taxation, and asset protection.
Responsibilities:
  • Conduct consultations related to estate planning and business formation.
  • Utilize back-office support for document handling and client management.
  • Collaborate with a network of attorneys to enhance client services.
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