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Estate Planning Attorney Opportunity: No Cost Client Introduction

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 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, United Placement Group

Are you an experienced Estate Planning Attorney looking to grow your practice without the stress of marketing? If so, then this Estate Planning Attorney Opportunity with our well-established estate and financial planning services company could be the perfect fit for you! With over 41 years in the industry, we focus on post-retirement planning that helps clients navigate through various life events using comprehensive legal, financial, and tax strategies. In this role, you will specialize in wills, trusts, and essential matters while we take care of the backend operations, ensuring that you can dedicate your time to what you do best – aiding clients with their legal needs. What makes this opportunity truly unique is our no-cost client introduction system. We bring qualified clients to you, allowing for seamless interaction and expansion of your practice. You will enjoy a flexible work environment with 100% virtual consultations, back-office support to handle administrative tasks, and you won't incur any out-of-pocket expenses. Additionally, you'll receive direct weekly payments, eliminating the hassle of chasing invoices. With the ability to add new clients weekly and the chance to grow both personally and professionally, you’ll appreciate the autonomy of controlling your own schedule without marketing costs. If you're ready to elevate your estate planning practice while providing peace of mind to clients, we encourage you to explore this exciting opportunity with us today. Let’s reshape your career together!

Frequently Asked Questions (FAQs) for Estate Planning Attorney Opportunity: No Cost Client Introduction Role at United Placement Group
What are the responsibilities of an Estate Planning Attorney at our company?

As an Estate Planning Attorney at our long-standing estate and financial planning services company, your primary responsibilities include drafting wills and trusts and providing expert legal advice to clients. You'll also handle probate avoidance, asset protection strategies, and business succession planning, all while benefiting from our no-cost client introductions and comprehensive back-office support.

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What qualifications do I need to become an Estate Planning Attorney with your team?

To qualify for the Estate Planning Attorney position with our esteemed company, you'll need 3-5 years of experience in estate plan drafting, a strong background in taxation and Medicaid-related issues, and an active membership with the Arkansas State Bar. Familiarity with modern technology, especially virtual communication tools, is also essential.

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How can I grow my client base as an Estate Planning Attorney with your company?

You can grow your client base effortlessly through our unique system that offers no-cost client introductions. Additionally, we provide complete back-office support, allowing you to dedicate your energy to serving clients while we handle marketing, administrative tasks, and payment processing to help you expand your practice.

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What type of work environment can I expect as an Estate Planning Attorney for your organization?

You can expect a flexible work environment as an Estate Planning Attorney with our company. We facilitate 100% virtual/telephonic consultations, allowing you to manage your schedule effectively while serving clients from the comfort of your own setting, ensuring a great work-life balance.

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What aspects of professional growth are offered in this Estate Planning Attorney role?

In this role as an Estate Planning Attorney, you'll enjoy numerous opportunities for personal and professional growth. You'll gain experience working with diverse clients, access valuable resources for professional development, and the chance to expand your skills in areas such as business formation and elder law, benefiting your overall career trajectory.

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Common Interview Questions for Estate Planning Attorney Opportunity: No Cost Client Introduction
What is your experience in estate planning and drafting?

When discussing your experience, be sure to highlight specific cases or clients you've worked with, detailing the types of estate planning documents you've drafted, such as wills or trusts. Discuss your approach to addressing client needs and any relevant statistics about the success of your planning strategies.

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How do you approach client consultations?

Explain your process for conducting client consultations. For example, you can mention how you prepare for meetings by gathering necessary information in advance and how you ensure clients feel comfortable discussing their personal financial situations. Highlight your communication skills and ability to listen actively.

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What strategies do you use to avoid probate?

Discuss the types of strategies you implement to help clients avoid probate, such as creating living trusts or utilizing joint ownership for assets. Emphasize your understanding of probate laws and how your strategies can save clients both time and money.

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Can you explain your knowledge of tax issues related to estate planning?

Provide a brief overview of common tax issues that affect estate planning, such as estate taxes and gift taxes. Highlight any specific cases where you've successfully navigated tax implications for clients, showcasing your expertise in minimizing tax burdens during the estate planning process.

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How do you handle complex estate planning cases?

Describe your approach to complex cases, emphasizing collaboration with other professionals, such as financial advisors or accountants. Provide an example of a challenging case you managed, demonstrating your analytical skills and problem-solving abilities.

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What experience do you have with special needs planning?

Discuss your previous experience in special needs planning, including how you set up special needs trusts and ensure compliance with governmental assistance programs. Share a success story to illustrate your proficiency in this area and your ability to create tailored plans for clients.

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How do you ensure that your estate plans are compliant with state laws?

Explain your process for staying informed about changes in state laws that relate to estate planning. Discuss how you review pertinent statutes and regulations regularly and how you may attend continuing education courses to maintain your expertise.

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Describe your experience with business formation and succession planning.

Provide insights into your familiarity with business formation procedures, including the legal structures you have assisted clients in establishing. Detail your involvement in succession planning and how you've helped business owners create effective transition strategies.

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How comfortable are you with virtual consultations?

Share your experience with virtual consultations and any tools you utilize to facilitate these meetings effectively. Emphasize your familiarity with video communication platforms and how you ensure client confidentiality and comfort in a virtual setting.

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What motivates you to work in estate planning law?

Express your passion for estate planning and your dedication to helping clients navigate often difficult life transitions. Share your personal motivations—such as the fulfillment you gain from providing peace of mind to families through well-crafted plans.

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EMPLOYMENT TYPE
Contract, remote
DATE POSTED
December 14, 2024

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