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Contract Estate Planning Attorney - Streamlined Program - job 1 of 2

About Legacy Assurance Plan

Legacy Assurance Plan is a leading estate planning services company dedicated to providing comprehensive and holistic estate planning solutions2. For nearly four decades, we have been at the forefront of meeting the estate and financial planning needs of our members6. Our mission is to deliver peace of mind through well-rounded estate planning, connecting discerning clients with exceptional attorneys.

The Opportunity

We are seeking experienced attorneys to join our network as Estate Planning Network Attorneys. This role offers a unique opportunity to expand your solo practice or start a new legal venture while being supported by a collaborative team and comprehensive back-office resources5.

Key Responsibilities

  • Provide essential legal documentation and services in estate planning, business formation, and asset protection5
  • Conduct detailed consultations with clients to understand their goals and needs1
  • Develop comprehensive estate plans that meet clients' specific requirements1
  • Collaborate with other network attorneys to share ideas and develop consistent approaches to common planning issues1
  • Assist in expanding the sales of additional deliverables for existing customers4
  • Juris Doctor (JD) degree from an accredited law school.
  • Admission to the Kansas State Bar and in good standing with the State Bar.
  • Minimum of 3-5 years of experience in estate planning, business formation, and related areas of law.
  • Familiarity with special needs planning is highly desirable.
  • Existing private practice.
  • Medicaid planning is a plus
  • Reciprocity with adjacent state is a plus

We provide:

  • Marketing and No Cost client introductions
  • Back Office/Customer Service Support
  • Deed Retrieval
  • Document Printing
  • Delivery Coordination
  • Flexible Schedule
  • Compensation paid weekly
What You Should Know About Contract Estate Planning Attorney - Streamlined Program, United Placement Group

At Legacy Assurance Plan, we're on the lookout for a skilled Contract Estate Planning Attorney to join our dynamic team! This role is perfect for experienced attorneys who want to elevate their practice by providing exceptional estate planning services while enjoying comprehensive support from our collaborative network. In this position, you’ll be instrumental in delivering crucial legal documentation, guiding clients through estate planning and asset protection, and ensuring that their needs are met with precision. You will be conducting in-depth consultations to really understand each client's individual goals, which will allow you to craft tailored estate plans that truly reflect their aspirations. Plus, the collaborative nature of our team means you’ll have the chance to connect with other attorneys to share insights and develop uniform strategies for common planning challenges. We also offer fantastic resources, from marketing and client introductions to flexible scheduling and back-office support, allowing you to focus on what you do best. If you're ready to join a leading estate planning services company that has been dedicated to client peace of mind for nearly forty years, then becoming a Contract Estate Planning Attorney with Legacy Assurance Plan could be your next big career move!

Frequently Asked Questions (FAQs) for Contract Estate Planning Attorney - Streamlined Program Role at United Placement Group
What are the primary responsibilities of a Contract Estate Planning Attorney at Legacy Assurance Plan?

As a Contract Estate Planning Attorney with Legacy Assurance Plan, you will be responsible for providing essential legal services in estate planning and business formation. Your tasks will include conducting detailed consultations with clients, developing comprehensive estate plans that meet their specific needs, and collaborating with other network attorneys to create consistent approaches to common planning challenges.

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What qualifications are required for a Contract Estate Planning Attorney at Legacy Assurance Plan?

To qualify as a Contract Estate Planning Attorney at Legacy Assurance Plan, you need a Juris Doctor (JD) degree from an accredited law school, admission to the Kansas State Bar in good standing, and at least 3-5 years of experience in estate planning and business formation. Familiarity with special needs or Medicaid planning is highly desirable, along with an existing private practice.

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How does Legacy Assurance Plan support its Contract Estate Planning Attorneys?

Legacy Assurance Plan provides a robust support system for its Contract Estate Planning Attorneys, including marketing assistance and no-cost client introductions. Additionally, attorneys receive back-office support that includes deed retrieval, document printing, and delivery coordination, all designed to streamline your practice and enhance client service.

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Is there flexibility in scheduling for the Contract Estate Planning Attorney role at Legacy Assurance Plan?

Yes, one of the appealing aspects of the Contract Estate Planning Attorney role at Legacy Assurance Plan is the flexible schedule. This allows you to manage your time effectively while providing top-notch services to your clients.

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What compensation structure can Contract Estate Planning Attorneys expect at Legacy Assurance Plan?

Contract Estate Planning Attorneys at Legacy Assurance Plan can expect a weekly compensation structure, ensuring that you are paid on time for your valuable services and contributions to the firm.

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Common Interview Questions for Contract Estate Planning Attorney - Streamlined Program
Can you explain your approach to developing an estate plan for a client?

When explaining your approach to developing an estate plan, emphasize the importance of client consultations to understand their goals and financial situation. Discuss how you gather relevant information, assess their needs, and integrate legal strategies to create a comprehensive, tailored estate plan.

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What experience do you have in Medicaid planning?

Share specific experiences where you've successfully navigated Medicaid regulations and assisted clients in planning for long-term care. Providing examples helps demonstrate your practical knowledge and ability to handle complex planning scenarios.

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

Discuss your commitment to professional development through attending seminars, participating in legal forums, subscribing to relevant publications, and being an active member of estate planning organizations. This shows your dedication to providing informed and compliant services.

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What challenges have you faced in estate planning, and how did you overcome them?

When addressing challenges, provide a specific example that highlights your problem-solving skills. Explain the context, the obstacles you encountered, and the steps you took to resolve the issue while maintaining client satisfaction.

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How do you approach communicating with clients who may not understand legal terminology?

Talk about your ability to simplify complex legal concepts into easily understandable language. Share techniques you use, such as analogies and visual aids, to enhance client understanding and build their confidence.

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Describe your experience with business formation and related legal services.

Detail your experience in guiding clients through the business formation process, including LLCs and corporations. Share specific cases or scenarios where you've helped startup clients navigate legal compliance.

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What is your process for collaborating with other attorneys?

Highlight your collaborative mindset by discussing how you engage with other attorneys, share knowledge, and work towards common goals. Mention any experiences where collaboration led to innovative solutions for clients.

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What strategies do you employ for effective time management in your practice?

Explain your time management techniques, such as prioritizing tasks, utilizing productivity tools, and setting clear deadlines. Share how these strategies have helped you maintain a balanced workload while providing quality legal services.

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How do you handle difficult clients or challenging situations?

Address difficult clients by emphasizing the importance of empathy and active listening. Share an example of a challenging situation, how you approached it with compassion, and the skills you used to de-escalate the conflict.

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Why do you want to work with Legacy Assurance Plan as a Contract Estate Planning Attorney?

Articulate your alignment with Legacy Assurance Plan's mission and values. Discuss how the firm's support structure, collaborative environment, and commitment to client peace of mind resonate with your own professional goals and aspirations.

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