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Attorney: Contract Opportunity: Estate Planning - No Cost Client Introductions

Estate Planning Attorney Opportunity: Grow Your Practice with No Marketing Costs

Are you a knowledgeable estate planning attorney seeking to grow your clientele without the burdens of marketing? Our esteemed estate and financial planning services firm, established 42 years ago, is inviting a skilled professional to join our team.

Position Overview

We are dedicated to post-retirement planning, assisting clients and their families in preparing for a variety of life events through comprehensive legal, financial, and tax strategies. As our estate planning attorney, your primary focus will be on wills, trusts, and related matters, while we manage all other aspects.

What We Offer

  • No-Cost Client Introductions: We attract qualified clients and connect them with you.
  • Complete Back-Office Support: Focus on being an attorney while we manage the rest.
  • Zero Out-of-Pocket Expenses: Grow your practice without financial risk.
  • Flexible Work Environment: 100% virtual/telephonic consultations.
  • Direct Weekly Payments: No need to chase invoices.

Key Benefits

  • Add new clients weekly
  • Control your own schedule
  • Expand your client base effortlessly
  • Personal and professional growth opportunities

Qualifications

  • 3-5 years of estate plan drafting experience
  • Expertise in probate avoidance, asset protection, business formation and succession planning
  • Knowledge of taxation, Medicaid-related issues, and special needs planning
  • Comfort with virtual consultations
  • Professional liability insurance

If you're ready to take your estate planning practice to the next level without the burden of marketing or administrative tasks, this opportunity is perfect for you. Join our team and focus on what you do best – providing expert legal advice and peace of mind to clients.

 

  • Active membership with the Iowa State Bar
  • Private practice required
  • Residency in the state of Iowa preferred
  • At least 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 highly desirable
  • Knowledge in special needs, real estate, elder law, taxation, and asset protection would be advantageous
  • Additional state bar admissions would be a plus
  • Bilingual skills would be a plus

If you meet the above requirements and are interested in joining our network of attorneys, please submit your resume today. We offer competitive commissions, flexible schedule, as well as the opportunity to work with a dynamic team of professionals with the same goal of ensuring our customers enjoy a smooth experience from marketing to estate settlement.

We provide:

  • Client base growth without the need for marketing time or expense.
  • Back-office support including information collection, technology assistance and reference material
  • Deed retrieval
  • Document printing
  • Assistance with document execution
  • Control of your own time and schedule.
  • Direct weekly payment without the hassle of invoices.
  • Conduct 100% virtual/telephonic consultations.

Average salary estimate

$80000 / YEARLY (est.)
min
max
$60000K
$100000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Attorney: Contract Opportunity: Estate Planning - No Cost Client Introductions, United Placement Group

Are you an experienced attorney looking for a unique contract opportunity in estate planning? Look no further! Our esteemed estate and financial planning services firm is offering a fantastic chance for you to expand your practice without the hassle of marketing or client acquisition costs. With over 42 years in the industry, we specialize in helping clients navigate post-retirement planning through comprehensive legal, financial, and tax strategies. As an Estate Planning Attorney with us, you'll focus on wills, trusts, and related matters while we handle all the marketing and administrative tasks. Enjoy the benefits of no-cost client introductions, ensuring that you spend your valuable time on what you love most—providing expert legal advice to clients. Plus, you will have the advantage of working in a flexible environment with 100% virtual consultations and direct weekly payments, eliminating the stress of chasing invoices. This opportunity is ideal for attorneys with 3-5 years of estate plan drafting experience, including expertise in probate avoidance and asset protection. If you're ready to elevate your practice and join a supportive team that prioritizes your professional growth, we can’t wait to meet you!

Frequently Asked Questions (FAQs) for Attorney: Contract Opportunity: Estate Planning - No Cost Client Introductions Role at United Placement Group
What are the main responsibilities of an Estate Planning Attorney at our firm?

As an Estate Planning Attorney at our firm, you'll focus on helping clients prepare essential documents such as wills and trusts. You'll provide critical guidance on probate avoidance, asset protection, and business succession planning while enjoying the freedom of having no marketing or administrative responsibilities.

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What qualifications are required for the Estate Planning Attorney position?

The ideal candidate for the Estate Planning Attorney position should have 3-5 years of experience in estate plan drafting, an active membership with the Iowa State Bar, and comfort with virtual consultations. Familiarity with taxation, Medicaid issues, and additional state bar admissions are preferred assets that enhance your candidacy.

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How does the no-cost client introduction process work for the Estate Planning Attorney role?

Our firm manages extensive marketing efforts to attract qualified clients and introduces them to you at no cost. This means you can concentrate solely on delivering exceptional legal services without the usual financial burden associated with acquiring new clients.

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What flexibility does the Estate Planning Attorney position offer?

The Estate Planning Attorney position offers significant flexibility, allowing you to control your own schedule while performing 100% virtual consultations. This environment is perfect for attorneys seeking work-life balance while maintaining productivity.

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What support does the firm provide to its Estate Planning Attorneys?

We pride ourselves on providing comprehensive back-office support to our Estate Planning Attorneys, which includes technical assistance, document management, and client information collection, allowing you to focus entirely on your legal practice.

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Common Interview Questions for Attorney: Contract Opportunity: Estate Planning - No Cost Client Introductions
Can you describe your experience with estate planning documents such as wills and trusts?

When responding, highlight specific instances where you've drafted wills or trusts, including details about the types of clients or cases you've worked with. Emphasize your competency in managing complex situations and your ability to personalize documents for clients’ unique needs.

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How do you stay updated on changes in estate planning laws and regulations?

Discuss your strategies for continuing education, such as attending workshops, subscribing to legal publications, or participating in webinars. Explain how staying informed translates into better service for your clients.

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What strategies do you employ to avoid probate for your clients?

Provide a comprehensive explanation of tools such as living trusts, joint ownership, and beneficiary designations. It’s important to demonstrate not only your knowledge but also how these strategies lead to smoother estate settlements for clients.

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Can you share an example of a challenging estate planning case you handled?

Use this opportunity to showcase your problem-solving abilities and your capacity for empathetic communication with clients. Aim to convey how you navigated complications effectively and ensured a positive outcome.

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What is your experience working with clients in a virtual environment?

Emphasize your comfort with technology and virtual communication platforms. Stress how these experiences have sharpened your ability to connect emotionally with clients, regardless of the medium.

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How do you approach client consultations?

Explain your consultation process, including initial assessments of client needs and how you build trust. Highlight the importance of active listening and tailoring your advice to each individual’s specific situation.

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What are your thoughts on client education in estate planning?

Discuss the importance of empowering clients with knowledge about the estate planning process. Share examples of how you’ve successfully educated clients to help them make informed decisions about their estates.

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How do you handle conflicting interests among family members in estate planning?

Illustrate how you facilitate open dialogue among family members while maintaining professionalism. Provide an example where your mediation skills helped brokers a resolution that satisfied everyone involved.

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What challenges do you foresee in this Estate Planning Attorney role?

This is an opportunity to show your foresight. Mention potential issues such as adapting to legislative changes or identifying client needs in a digital landscape, and propose proactive strategies to address these challenges.

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Why are you interested in this contract opportunity with us?

Highlight your attraction to the zero marketing costs, focus on legal expertise, and the supportive infrastructure our firm provides. Reiterate your eagerness to be part of a team committed to offering clients a smooth estate planning experience.

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EMPLOYMENT TYPE
Contract, remote
DATE POSTED
March 19, 2025

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