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Estate Planning Attorney Opportunity: No Cost Client Introduction Fully Remote

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 42-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 Arkansas State Bar
  • Private practice required
  • Residency in the state of Arkansas 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: No Cost Client Introduction Fully Remote, United Placement Group

Join us as an Estate Planning Attorney with our esteemed 42-year-old estate and financial planning services company and watch your practice flourish without the headache of marketing costs! We understand that your time is valuable, so we provide complete back-office support to ensure you can focus solely on serving your clients. As our Estate Planning Attorney, you’ll dive deep into drafting wills and trusts while we handle everything else, from client acquisition to paperwork. In this fully remote role, you’ll enjoy the flexibility of setting your own schedule and conducting virtual consultations. We attract qualified clients directly for you, meaning your days are spent growing your client base without any associated out-of-pocket expenses. No more chasing invoices, as we provide direct weekly payments for your peace of mind. With our comprehensive support, you have the opportunity to add new clients regularly and expand your expertise in asset protection, business succession planning, and much more. Your knowledge and skill in navigating complex probate situations and taxation will be invaluable to our clients. If you're ready to elevate your career in estate planning and join a dynamic team focused on providing exceptional service, we invite you to apply. Take the next step in your legal career and create a meaningful impact on your clients' lives by offering them peace of mind during their estate planning journey.

Frequently Asked Questions (FAQs) for Estate Planning Attorney Opportunity: No Cost Client Introduction Fully Remote Role at United Placement Group
What qualifications do I need to become an Estate Planning Attorney with your company?

To become an Estate Planning Attorney with our esteemed firm, you'll need to have 3-5 years of estate plan drafting experience, a strong understanding of probate avoidance, and an active membership with the Arkansas State Bar. Familiarity with modern technology and virtual communication methods are also essential.

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How does your company support Estate Planning Attorneys in client acquisition?

Our company specializes in attracting qualified clients, allowing you to focus on your legal expertise without the burdens of marketing. We connect you with potential clients at no cost, providing you a steady stream of new cases while you concentrate on drafting wills and trusts.

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Are there any costs involved for Estate Planning Attorneys working with your company?

No, there are zero out-of-pocket expenses for Estate Planning Attorneys in our network. We manage all marketing and administrative tasks, ensuring that you can grow your practice risk-free and without financial burdens.

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Can Estate Planning Attorneys work from anywhere in your network?

Yes! Our Estate Planning Attorney role is fully remote, enabling you to conduct 100% virtual or telephonic consultations. You can conveniently work from anywhere that suits your lifestyle while maintaining flexibility in your schedule.

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What kinds of support do you offer to Estate Planning Attorneys beyond client introductions?

Beyond client introductions, we offer extensive back-office support, including document printing, assistance with execution, technology resources, information collection, and direct weekly payments. This allows you to focus entirely on your clients while we take care of the operational side.

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Common Interview Questions for Estate Planning Attorney Opportunity: No Cost Client Introduction Fully Remote
What motivated you to become an Estate Planning Attorney?

Think about your passion for helping others secure their legacies and how this role allows you to facilitate important family discussions. Share specific moments that inspired you to focus on estate planning and how that aligns with your career goals.

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How do you approach client consultations for estate planning?

Describe your process for building rapport and understanding your clients' unique needs. Highlight your ability to listen, ask pertinent questions, and customize your approach to provide tailored legal advice.

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Can you explain the different types of trusts you work with?

Demonstrate your knowledge of various trust types, such as revocable living trusts, irrevocable trusts, and special needs trusts. Provide examples of how you've utilized each type to meet specific client needs.

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What is your process for drafting estate plans?

Outline your method, from initial consultations to drafting and finalizing estate plans. Emphasize your attention to detail, legal knowledge, and commitment to ensuring each plan aligns with the client's wishes.

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

Discuss your ongoing education techniques, such as attending webinars, participating in legal associations, reading relevant literature, or engaging in discussions with fellow professionals.

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

Share an example of a tough case or a conflict you encountered, focusing on your problem-solving skills, adaptability, and how you successfully resolved the situation to the client's satisfaction.

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How do you help clients prepare for post-retirement planning?

Focus on your holistic approach to estate planning, including legal, financial, and tax strategies that you integrate to ensure clients' peace of mind in their retirement.

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Describe a time when you delivered difficult news to a client.

Reflect on your ability to balance professionalism with empathy. Explain how you managed the situation delicately and ensured the client felt supported despite the tough news.

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What is your experience with business succession planning?

Discuss your familiarity with the nuances of business succession planning, including how you tailor plans for various business types and your understanding of the related tax implications.

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Why do you believe you are a good fit for our Estate Planning Attorney position?

Combine your skills, experience, and values with what you know about the company and its mission. Highlight your specialized knowledge, client-centric approach, and commitment to providing comprehensive support to clients.

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EMPLOYMENT TYPE
Full-time, remote
DATE POSTED
March 20, 2025

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