Attorney: Estate Planning/Business Formation Experience - Contract/Remot

As an Estate Planning Attorney with us, your primary responsibilities will include drafting estate plans, advising clients on business formation, asset protection, and ensuring compliance with relevant laws. You'll also handle virtual consultations, collaborating with our network to share insights and strategies while supporting clients throughout the estate settlement process.

We require candidates to have a Juris Doctor (JD) degree from an accredited law school, admission to the Louisiana State Bar in good standing, and a minimum of three years of experience in estate planning and business formation. Familiarity with special needs planning and a strong commitment to client service are highly desirable.

Our company provides extensive support to Estate Planning Attorneys, including marketing and introduction to clients at no extra cost, back office assistance for deed retrieval, document printing, and delivery coordination. This allows you to focus on building client relationships and offering exceptional legal services without the administrative burdens.

Yes! Our Estate Planning Attorney can work remotely, utilizing virtual consultation platforms to meet with clients. This flexibility allows you to maintain a balanced work-life schedule while still delivering top-notch service.

Joining our network offers numerous benefits, such as weekly meetings for collaboration, monthly presentations for ongoing education, and access to a diverse client base. You'll also enjoy a flexible schedule, competitive commissions, and the support of a dynamic team focused on client satisfaction and professional growth.

When answering this question, highlight specific types of estate plans you’ve drafted and your familiarity with relevant laws. Discuss how your experiences have enhanced your skills in client communication and problem-solving, essential for the role of an Estate Planning Attorney.

Share the techniques you employ to engage clients during virtual consultations, such as using visuals to explain complex concepts, actively listening to their needs, and providing clear, actionable advice. Describe how you ensure a seamless client experience even in a remote setup.

Discuss your methods for keeping abreast of legal updates, such as attending workshops, subscribing to legal journals, or being part of professional networks. Emphasize your commitment to ongoing education and professional development.

Illustrate your empathetic approach when working with indecisive clients by explaining how you guide them through their options, provide detailed information on each possibility, and encourage them to think about their long-term goals while addressing their concerns.

Describe your experience in business formation, emphasizing its role in asset protection strategies within estate planning. Explain how establishing a sound business can benefit clients' overall financial security and peace of mind.

Provide examples of the different estate plans you’ve created, such as wills, trusts, or special needs trusts. Discuss specific challenges you've faced, how you overcame them, and what you learned from the experience.

Discuss your understanding of Medicaid planning and convey how you approach such sensitive discussions with compassion, ensuring clients feel supported as you help educate them on options to protect their assets while addressing their healthcare needs.

Explain the importance of asset protection in estate planning, detailing various strategies you've employed to secure clients' assets from creditors, lawsuits, or unforeseen events, ultimately ensuring their legacy is preserved.

Share your time management strategies, such as prioritizing tasks based on deadlines and client needs, using project management tools, and setting realistic expectations with clients to maintain transparency about timelines and deliverables.

Discuss revocable versus irrevocable trusts, providing insights into their different applications. Share scenarios where an irrevocable trust would be beneficial, such as asset protection or tax considerations, and clarify your rationale in recommending them to clients.