Contract Estate Planning Attorney - Streamlined Program

As a Contract Estate Planning Attorney at Legacy Assurance Plan, you will be tasked with providing essential legal documentation and services in estate planning, business formation, and asset protection. Your duties include conducting detailed consultations with clients to understand their unique goals and needs, developing comprehensive estate plans, collaborating with other attorneys in the network, and assisting in expanding the sales of additional deliverables for existing customers.

To apply for the Contract Estate Planning Attorney role at Legacy Assurance Plan, candidates must hold a Juris Doctor (JD) degree from an accredited law school and be admitted to the Kansas State Bar in good standing. Additionally, a minimum of 3-5 years of experience in estate planning, business formation, and related legal areas is required, with familiarity in special needs planning being highly desirable. Existing private practice experience and knowledge of Medicaid planning can also enhance your application.

Legacy Assurance Plan offers significant support to its Contract Estate Planning Attorneys through comprehensive back-office resources. These include marketing assistance, client introductions at no cost, customer service support, deed retrieval, document printing, and delivery coordination. This allows attorneys to focus more on their client interactions while benefiting from a structured support system.

Yes, the role of Contract Estate Planning Attorney at Legacy Assurance Plan offers a flexible schedule. This flexibility enables attorneys to manage their own time effectively, making it easier to balance their practice with personal commitments. Whether you’re looking to work part-time or full-time hours, this position accommodates your needs.

As a Contract Estate Planning Attorney at Legacy Assurance Plan, you will work closely with a diverse set of clients seeking estate planning services. These may range from individuals looking to create a will or trust, to families needing more complex asset protection strategies. The aim is to provide peace of mind through effective and tailored legal solutions that meet the specific goals of each client.

In your answer, highlight relevant experience, including years in practice, types of cases handled, and any specific successes. Discuss how your background prepares you for the role at Legacy Assurance Plan, emphasizing your familiarity with various estate planning documents and practices.

Explain your process for consultations, including how you assess client needs and build rapport. Mention your communication style, your methods for gathering important information, and your approach to crafting personalized estate plans based on each client’s situation.

Share a specific case or types of cases that were challenging, focusing on how you addressed the complexities involved. Be sure to emphasize critical thinking, creativity in solutions, and successful outcomes, illustrating your expertise in navigating complicated estate planning issues.

Discuss your commitment to continuing education, such as attending seminars, workshops, and staying updated through legal journals. Explain how staying informed helps you provide the best service to clients at Legacy Assurance Plan by implementing new knowledge into your practice.

Describe your approach to conflict resolution and client communication. Focus on your patience, understanding, and ability to empathize with clients' concerns, while finding ways to address their issues and guide them effectively through the estate planning process.

Mention specific tools or software you prefer to use for case management, document preparation, and client communication. Highlight how these technologies enhance your practice’s efficiency and improve client interactions.

Discuss your approach to teamwork and collaboration, explaining how you share knowledge and strategies with fellow attorneys. Emphasize your willingness to engage in discussions that enhance best practices and tackle unique challenges in estate planning.

Explain the importance of client follow-up in your practice. Share your strategies for maintaining relationships, ensuring compliance with their plans, and how proactive follow-ups lead to better client satisfaction and additional business opportunities.

Discuss the key factors you take into account, such as client goals, family dynamics, financial situations, and tax implications. Highlight how each of these components informs your planning and ultimately leads to a more comprehensive and effective estate plan.

Articulate your reasons for wanting to join Legacy Assurance Plan, emphasizing your alignment with their mission of providing peace of mind through estate planning. Talk about the opportunities for growth, collaboration, and the chance to make a significant impact in clients’ lives.