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Estate Planning Attorney Opportunity: No Cost Client Introduction - 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 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.

Average salary estimate

$75000 / YEARLY (est.)
min
max
$60000K
$90000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

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 hassle of marketing costs? Join our well-established estate and financial planning services company, with over 42 years of expertise, and take your career to new heights! As an Estate Planning Attorney, you will specialize in key areas such as wills, trusts, and probate matters. We'll handle all the marketing, attracting qualified clients and effortlessly connecting them to you—ensuring that you can focus on what you do best: providing exceptional legal advice and peace of mind to your clients. We pride ourselves on our comprehensive back-office support, helping with not just marketing, but everything from technology assistance to document execution. You'll benefit from a flexible work environment, allowing you to conduct 100% virtual or telephonic consultations at your convenience. Plus, there are no out-of-pocket expenses or administrative burdens, so you can independently grow your practice while enjoying direct weekly payments for your services. Ready to get started? You should have at least 3-5 years of estate plan drafting experience and a solid understanding of probate avoidance, business formation, and taxation. If you're ready to join a dynamic team and expand your client base with complete support, we’d love to hear from you!

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 this company?

As an Estate Planning Attorney at our company, your primary responsibilities include drafting estate plans such as wills and trusts, advising clients on probate avoidance, and providing guidance on asset protection and business formation. The role allows you to focus on legal representation while we take care of attracting clients, managing back-office tasks, and ensuring your practice grows without marketing costs.

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What qualifications do I need to apply for the Estate Planning Attorney position?

To apply for the Estate Planning Attorney position at our company, you should possess 3-5 years of estate plan drafting experience, a valid membership with the Arkansas State Bar, and a working knowledge of taxation and Medicaid-related issues. Familiarity with modern technology and comfort with virtual consultations are also vital. Experience in business formation and a bilingual skill set would be advantageous.

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Is remote work available for the Estate Planning Attorney role?

Absolutely! The Estate Planning Attorney position offers a completely flexible work environment that allows for 100% virtual or telephonic consultations. Whether you're at home or on the go, you'll have the tools and support needed to serve your clients effectively from anywhere.

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How does the compensation structure work for the Estate Planning Attorney position?

Our Estate Planning Attorney role features a competitive commission-based structure, with the added benefit of direct weekly payments. This means you don't have to worry about invoice management or waiting for payments, allowing you to concentrate on client service and expanding your practice seamlessly.

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What support does the company provide to new Estate Planning Attorneys?

When you join us as an Estate Planning Attorney, you'll receive comprehensive back-office support that includes everything from client information collection, technology assistance, to document printing and execution. This means you can focus on providing excellent legal services while we handle the administrative tasks, enabling you to grow your practice effectively.

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Common Interview Questions for Estate Planning Attorney Opportunity: No Cost Client Introduction
What experience do you have with drafting estate planning documents?

To effectively answer this question, provide specific details about your experience with drafting wills, trusts, and other estate planning documents. Highlight any complex cases you've handled, ensuring to interpret the legal implications and strategies that made those experiences unique.

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Can you describe your familiarity with probate laws?

In responding to this question, outline your understanding of probate laws and processes. Share any relevant case examples and your approach to avoiding probate issues, which showcases your expertise as an Estate Planning Attorney.

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How do you approach client consultations?

Explain your methodology for conducting client consultations, emphasizing your listening skills, the importance of establishing trust, and how you tailor your advice based on clients' individual situations. Mention any customer relationship management techniques you may use for effective communication.

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What strategies have you used for asset protection planning?

Be prepared to discuss the various strategies you've implemented for asset protection planning. Describe specific legal structures you have advised clients to utilize, and how these methods align with clients' financial goals.

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How do you stay updated on changes in estate law?

It's important to convey your commitment to continuing education and professional development. Mention the resources you utilize such as attending legal seminars, following relevant legal publications, and participating in professional organizations that keep you informed about changes in estate law.

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What challenges have you faced in estate planning cases?

When discussing challenges, share specific examples while explaining how you efficiently overcame them. This approach demonstrates your problem-solving skills and ability to navigate this sometimes complex area of law.

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How do you tailor your services to different clients?

Highlight your customization of services based on clients' unique needs, financial situations, and family dynamics. Providing examples of how you've adapted your approach in past engagements can help solidify your response.

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Can you explain your understanding of business formation processes?

Discuss your knowledge of the business formation processes and how they intersect with estate planning. Providing examples of cases where you assisted clients with business succession planning can highlight your expertise in this area.

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How would you handle a difficult client consultation?

Detail your strategies for effective client communication, particularly with challenging clients. Emphasize active listening, empathy, and problem-resolution techniques that you have successfully executed in prior consultations.

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What role does tax planning play in estate planning?

Describe the significant impacts that tax considerations, including estate taxes and potential tax implications for beneficiaries, have on estate planning. It’s crucial to show that you understand how to provide proactive advice to clients regarding tax strategies.

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DATE POSTED
March 20, 2025

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