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Estate Planning Attorney Opportunity: Grow Your Practice - job 1 of 2

Estate Planning Attorney Opportunity: Grow Your Practice with No Marketing Costs

Are you an experienced estate planning attorney looking to expand your client base without the hassle of marketing? Our 41-year-old estate and financial planning services company is seeking a seasoned professional to join our team.

Position Overview

We specialize in post-retirement planning, helping clients and their families prepare for various life events through legal, financial, and tax strategies. As our estate planning attorney, you'll focus on wills, trusts, and related matters while we handle everything else.

What We Offer

  • No-Cost Client Introductions: We attract qualified clients and connect them with you.
  • Complete Back-Office Support: Focus on being an attorney while we manage the rest.
  • Zero Out-of-Pocket Expenses: Grow your practice without financial risk.
  • Flexible Work Environment: 100% virtual/telephonic consultations.
  • Direct Weekly Payments: No need to chase invoices.

Key Benefits

  • Add new clients weekly
  • Control your own schedule
  • Expand your client base effortlessly
  • Personal and professional growth opportunities

Qualifications

  • 3-5 years of estate plan drafting experience
  • Expertise in probate avoidance, asset protection, business formation and succession planning
  • Knowledge of taxation, Medicaid-related issues, and special needs planning
  • Comfort with virtual consultations
  • Professional liability insurance

If you're ready to take your estate planning practice to the next level without the burden of marketing or administrative tasks, this opportunity is perfect for you. Join our team and focus on what you do best – providing expert legal advice and peace of mind to clients.

 

  • Active membership with the New Hampshire State Bar
  • Private practice required
  • Residency in the state of New Hampshire preferred
  • At least three years of experience in estate plan drafting
  • Familiarity with modern technology, including Microsoft products and CRMs
  • Comfortable with virtual communication methods
  • Prior experience in business formation highly desirable
  • Knowledge in special needs, real estate, elder law, taxation, and asset protection would be advantageous
  • Additional state bar admissions would be a plus
  • Bilingual skills would be a plus

If you meet the above requirements and are interested in joining our network of attorneys, please submit your resume today. We offer competitive commissions, flexible schedule, as well as the opportunity to work with a dynamic team of professionals with the same goal of ensuring our customers enjoy a smooth experience from marketing to estate settlement.

We provide:

  • Client base growth without the need for marketing time or expense.
  • Back-office support including information collection, technology assistance and reference material
  • Deed retrieval
  • Document printing
  • Assistance with document execution
  • Control of your own time and schedule.
  • Direct weekly payment without the hassle of invoices.
  • Conduct 100% virtual/telephonic consultations.
What You Should Know About Estate Planning Attorney Opportunity: Grow Your Practice, United Placement Group

Are you an experienced Estate Planning Attorney looking to elevate your practice without the headache of marketing? Join our prestigious estate and financial planning services company, dedicated to serving clients through innovative legal, financial, and tax strategies. With over 41 years in the industry, we have perfected a system that allows you to focus solely on your expertise in wills, trusts, and estate planning while we handle all the marketing and administrative tasks. Imagine having a steady stream of qualified clients introduced to you without incurring any costs. That's right – you can grow your practice with zero out-of-pocket expenses! Additionally, you will appreciate our complete back-office support, which allows you to work in a flexible environment through 100% virtual consultations. Our setup means you can control your schedule while we take care of the rest. Plus, you’ll receive direct weekly payments, eliminating the hassle of chasing invoices. We’re looking for a professional with 3-5 years of estate planning experience or a strong background in probate avoidance, asset protection, and taxation issues. If you are based in New Hampshire, hold an active membership with the New Hampshire State Bar, and are ready to embrace a new way to work, we want you on our team. Together, we can provide peace of mind and exceptional legal advice to clients while expanding your client base effortlessly. If this sounds like the ideal opportunity for you, apply today and take the first step toward a stress-free, rewarding career with us.

Frequently Asked Questions (FAQs) for Estate Planning Attorney Opportunity: Grow Your Practice Role at United Placement Group
What responsibilities does the Estate Planning Attorney have at the company?

As an Estate Planning Attorney with our company, you'll be responsible for drafting estate plans that may include wills, trusts, and various related matters. You will use your expertise to guide clients through legal complexities while focusing primarily on estate planning. We handle all the marketing, allowing you to dedicate your time to your clients and their needs.

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What qualifications are required for the Estate Planning Attorney position?

To qualify as an Estate Planning Attorney with our company, candidates should have 3-5 years of estate plan drafting experience, expertise in probate avoidance, and knowledge in asset protection and taxation. Additionally, active membership with the New Hampshire State Bar is required. Familiarity with virtual communication and modern technology, including CRMs, is essential.

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How does the company support Estate Planning Attorneys in their work?

The company provides comprehensive back-office support, allowing Estate Planning Attorneys to focus solely on legal practice without administrative distractions. This includes client introduction services, technology assistance, document printing, and support with consultations, ensuring a smooth workflow for our attorneys.

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What are the benefits of joining as an Estate Planning Attorney at the company?

Joining our team as an Estate Planning Attorney offers numerous benefits, including zero out-of-pocket expenses, a flexible work environment, control over your own schedule, and the opportunity for weekly direct payments. You can grow your client base without the stress of marketing, allowing you to enhance your legal practice effectively.

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Is experience in business formation required for the Estate Planning Attorney role?

While prior experience in business formation is not explicitly required, it is highly desirable for the position of Estate Planning Attorney with our company. Having a strong understanding of business law can enhance the services you provide to clients, making you a more effective attorney in estate planning.

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Common Interview Questions for Estate Planning Attorney Opportunity: Grow Your Practice
Can you describe your experience with estate plan drafting?

When answering this question, detail your specific experience in drafting wills and trusts, the types of clients you’ve worked with, and any complex situations you’ve handled. Highlight any unique strategies you’ve implemented to best serve your clients.

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How do you stay updated with the latest regulations in estate planning?

Illustrate your methods of staying informed, such as attending seminars, subscribing to relevant journals, or participating in networking groups. Demonstrating your commitment to continued education shows your dedication to the field.

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Describe a challenging case you managed and the outcome.

Select a case that demonstrates your problem-solving skills and expertise in estate law. Provide context, the challenges faced, your approach, and the resolution. This showcases your ability to handle complex legal issues.

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Why do you prefer a flexible, virtual work environment?

Explain how a virtual work environment enables you to enhance efficiency, maintain work-life balance, and better serve clients across various locations. Emphasize the importance of adaptability in today's legal landscape.

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What is your approach to client consultations?

Discuss your methodology for conducting consultations, including how you prepare, the importance of establishing rapport, and how you ensure clients feel understood and informed throughout the process.

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How do you handle difficult clients or situations?

Provide an example of a difficult client interaction you've managed successfully. Emphasize your communication skills and commitment to understanding client needs, which reflects your professionalism in dealing with challenges.

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What strategies do you use for protecting client assets?

Discuss specific legal strategies you’ve employed for asset protection, and outline how you explain these options to clients. This shows your knowledge and the proactive measures you take for client security.

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In your view, what is the key to successful estate planning?

Share your perspective on successful estate planning, focusing on client education, proactive strategies, and thorough communication. This provides insight into your approach and values as an attorney.

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What tools or software do you use in your practice?

Mention your familiarity with important legal software and technology, explaining how these tools enhance your efficiency and client interactions. This shows your adaptability and willingness to leverage technology.

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Why did you choose to specialize in estate planning?

Reflect on your personal motivations for choosing this specialization, highlighting your passion for helping clients secure their legacies and navigate complex legal landscapes. This insight into your values can resonate positively during the interview.

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EMPLOYMENT TYPE
Contract, remote
DATE POSTED
January 5, 2025

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