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Network Estate Planning Attorney Opportunity: Flexible Schedule

Posted 11 days agoViewed

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

πŸ“ Location: Iowa, United States

πŸ” Industry: Estate and financial planning 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

Requirements:
  • Active membership with the Iowa State Bar.
  • Minimum three years of experience in estate plan drafting.
  • Private practice experience required.
  • Residence in Iowa is preferred.
  • Familiarity with modern technology including Microsoft products and CRMs.
  • Prior experience in business formation is highly desirable.
  • Knowledge in special needs, elder law, taxation, and asset protection is advantageous.
  • Bilingual skills would be a plus.
Responsibilities:
  • Specialize in post-retirement planning.
  • Assist clients and their families with legal, financial, and tax strategies.
  • Focus on estate planning matters like wills and trusts.
  • Manage client consultations virtually.
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