Attorney Estate Planning - Flexible Remote Opportunity

As an Attorney Estate Planning at Legacy Assurance Plan, you will provide services in estate planning, business formation, and asset protection, all aimed at delivering peace of mind to our clients. Your role includes delivering knowledgeable and compassionate legal counsel, collaborating with our team to cater to clients’ needs, and working efficiently to support them throughout the legal process.

To qualify for the Attorney Estate Planning role at Legacy Assurance Plan, candidates must hold a Juris Doctor (JD) degree from an accredited law school, be actively admitted to the State Bar in good standing, and have 3-5 years of experience in estate planning or related areas of law. Familiarity with special needs planning and Medicaid planning is desirable, along with existing private practice experience.

Legacy Assurance Plan offers extensive support for its Network Attorneys, including marketing and client introductions to help you connect with well-qualified clients at no cost. Additionally, you will receive comprehensive back office support encompassing customer service, document printing, deed retrieval, and delivery coordination, ensuring that you can focus on what matters most—your clients.

Yes! The Attorney Estate Planning position at Legacy Assurance Plan offers a flexible remote opportunity. You can manage your schedule around your existing practice needs, making it an ideal choice for attorneys looking to balance their professional responsibilities with personal commitments.

If you’re interested in becoming an Attorney Estate Planning with Legacy Assurance Plan, you can apply directly through our website. Ensure your application highlights your qualifications, experience, and why you are passionate about joining our supportive network dedicated to client peace of mind.

When asked this question, you should detail your relevant work experience, including specific cases you've handled, your familiarity with various estate planning tools, and successful outcomes for clients. It's important to connect your experience directly to the needs of the clients you'll serve with Legacy Assurance Plan.

In your response, highlight your communication skills, ability to listen to clients’ needs, and how you build rapport. Discuss your strategy for gathering the necessary information to create tailored estate plans that fit individual client situations, always emphasizing empathy and understanding.

Provide examples of challenges, such as complex client situations or legal hurdles. Focus on your problem-solving skills, creativity, and how you leveraged resources or collaborated with colleagues to achieve successful outcomes for your clients.

Be specific about a case where you made a significant impact. Describe the situation, your role, the actions you took, and the positive outcome for the client. This demonstrates your effectiveness and commitment to client satisfaction.

Mention any continuing education, seminars, or professional organizations you’re involved with to stay informed. Highlight your proactive approach to learning and adapting to changes in legislation, which directly benefits your clients.

Emphasize your interpersonal skills and approach to calming client anxieties. Discuss techniques such as active listening, providing clear communication, and breaking down the legal jargon into understandable terms to help clients feel more comfortable and confident.

Share your thoughts on the significance of understanding client needs and goals. Emphasize that personalized estate plans that reflect clients' wishes while considering legal implications are essential for peace of mind.

If applicable, share specific examples from your experience in special needs planning. Discuss the unique aspects involved and any challenges you’ve navigated to ensure that clients’ loved ones receive adequate support.

Highlight your organizational skills and tools you use for time management, such as calendars or project management software. Provide specific strategies for prioritizing tasks to ensure that all clients receive timely responses and attention.

Talk about your alignment with Legacy Assurance Plan's mission, your desire to contribute to the well-being of clients, and how the support structure offered resonates with your professional goals. Express enthusiasm about being a part of a collaborative team.