Estate and Business Planning Attorney - Remote/Contract - job 1 of 2

As an Estate and Business Planning Attorney, your primary responsibilities will include drafting estate plans, advising clients on probate avoidance, asset protection strategies, and business formation. You'll conduct virtual consultations, ensuring your clients feel supported and informed throughout the complex processes. Additionally, you’ll have the opportunity to participate in regular meetings with other network members to enhance your professional growth and maintain a high standard of client service.

To qualify for the Estate and Business Planning Attorney role, candidates must possess an active membership with the New Hampshire State Bar and have at least three years of experience in estate plan drafting. Prior experience in private practice is essential, and familiarity with probate avoidance, asset protection, and business formation are significant assets. Basic technical skills, such as proficiency in Microsoft products and modern communication tools, are also necessary.

Yes, residency in New Hampshire is a requirement for the Estate and Business Planning Attorney position. This ensures that you are in good standing with the New Hampshire State Bar and can effectively serve the local clientele's estate and business planning needs.

Our company offers comprehensive back-office support to our Estate and Business Planning Attorneys, including assistance with information collection, access to deed retrieval services, and document preparation. This support allows you to focus on practicing law while we handle the logistical aspects of your work, ensuring a smoother experience for both you and your clients.

Estate and Business Planning Attorneys can expect direct weekly payments without the hassle of invoicing. This structure allows for ease and convenience in managing your finances as you grow your client base, enhancing your overall experience in working with us.

When addressing your experience with estate plan drafting, be sure to highlight specific cases you've worked on. Discuss different kinds of estate plans you've prepared, and showcase your understanding of various components like wills, trusts, and powers of attorney. Illustrate your expertise with any complex scenarios you've managed and your approach to ensuring clients' wishes are thoroughly met.

In answering this question, emphasize the importance of client education in your practice. Discuss strategies you employ, such as conducting informational sessions, utilizing visuals to explain concepts, and providing written summaries of asset protection strategies. You might also mention how you tailor your communication style to suit different clients' understanding levels.

Express your comfort level with virtual consultations by mentioning your familiarity with platforms like Zoom or Microsoft Teams. Share tips on establishing a professional atmosphere, engaging with clients through the screen, and keeping the consultation structured and effective, just as you would in a face-to-face meeting.

Outline your step-by-step approach to business formation by explaining how you assess clients' needs, explore different business structures, and help them understand the financial and legal implications of their choices. You can also highlight any past successes in helping clients craft their business plans.

When asked about a challenging case, select an example illustrating your problem-solving abilities and diligence. Discuss the hurdles faced, such as emotional family dynamics or complex asset distributions, and explain how you navigated these issues while protecting your clients’ interests.

Highlight your commitment to continuous professional development by discussing subscriptions to legal journals, participation in webinars, and membership in professional organizations related to estate planning and taxation. Mention any recent changes in the law you’ve researched and adapted into your practice.

Focus on your empathetic communication skills in this answer. Explain how you create a comfortable environment, actively listen to clients’ concerns, and approach sensitive topics with tact and care. Share an example of how you’ve effectively guided clients through difficult discussions while respecting their emotions.

Discuss specific software or tools that enhance your efficiency in estate planning, such as document management systems, case management software, or estate planning automation tools. Share how these technologies facilitate your workflow, improve accuracy, and enhance overall client service.

In your answer, express your passion for helping individuals secure their legacies and protect their families' futures through estate planning. Share any personal motivations, such as the satisfaction of guiding a client through a complex situation or the impact your work has on their peace of mind.

Discuss your methods of staying informed about state bar regulations and compliance requirements. You can explain your regular review of guidelines, participation in ethics training, and how you incorporate these standards into your client interactions to provide ethical, compliant legal advice.