Estate and Business Planning Attorney - Remote/Contract - job 1 of 3

As an Estate and Business Planning Attorney in this remote contract position, your primary responsibilities will include drafting estate plans, advising clients on asset protection, and conducting business formation procedures. You'll work closely with clients to understand their specific needs, providing tailored solutions that incorporate probate avoidance and succession planning strategies. This role also involves conducting virtual consultations and managing client relationships to ensure a seamless experience.

Qualified candidates for the Estate and Business Planning Attorney role should hold an active membership with the Kansas State Bar and have at least 3 years of experience in estate plan drafting. You should exhibit knowledge in areas like probate avoidance, taxation, and special needs planning. Familiarity with modern technology, especially regarding CRMs and virtual communication, is essential, alongside possessing professional liability insurance.

Joining our network as an Estate Planning Attorney will provide numerous benefits, such as access to a growing client base without the marketing burden, comprehensive back-office support, and opportunities for professional development via regular presentations. You’ll collaborate with other legal professionals, share insights, and enjoy the flexibility of working remotely while also participating in weekly meetings and monthly training sessions.

In this role, you will serve a diverse client base that includes individuals seeking assistance with estate planning, business owners needing formation services, and families navigating complex asset protection and special needs considerations. The varied client profiles will enrich your practice and allow you to apply your skills across multiple estate planning scenarios.

Yes, this Estate and Business Planning Attorney position is fully remote, allowing you the flexibility to work from anywhere. You'll conduct consultations and manage client needs via virtual platforms, offering a convenient work-life balance while still having support from our network and resources.

When discussing your experience with drafting estate plans, be specific about the types of plans you've worked on, including complex trusts or wills, and explain the processes you follow. Highlight any successful outcomes for clients and how your approach ensures their needs are met effectively.

Handling difficult conversations requires empathy and clear communication. Share an example of a sensitive topic you've navigated, focusing on your approach to ensuring clients feel heard and respected, while providing them with the professional guidance they need.

Probate avoidance is critical because it allows assets to be transferred more quickly and privately, reducing court costs and delays. Discuss cases where you implemented strategies to avoid probate, illustrating your understanding and its benefits to clients.

Effective virtual consultations depend on preparation and communication. Address how you set up a conducive environment, utilize technology effectively, and maintain engagement with clients. Share tips for ensuring clarity and understanding during discussions.

Staying current in this field is crucial, so mention your methods for keeping informed, such as attending legal seminars, participating in webinars, reading industry journals, or being involved in professional networks. Providing specific examples shows your commitment to continuous learning.

Discuss the types of businesses you've helped form, the steps you typically take in advising clients on structure, and any common legal pitfalls you help them avoid. Illustrate this with success stories that underscore your expertise in this area.

Explain that developing strong relationships is fundamental to your practice. Provide examples of how you foster trust and open communication, making clients feel valued while ensuring they receive tailored advice that suits their specific situations.

Effective time management is key in remote work. Share your strategies, such as creating a structured schedule, utilizing planners or digital tools, and establishing clear boundaries to separate work from personal time. Explain how these practices increase your productivity.

Discuss your familiarity with Medicaid laws and how these might intersect with asset protection strategies or estate planning. Share any specific case examples where you successfully assisted a client managing these complexities.

Emphasize your unique skills and experience that align with the role, such as expertise in a particular area of estate planning, a passion for client advocacy, or a collaborative spirit. Illustrate how your involvement will positively impact the team and client outcomes.