Estate Planning Attorney - Streamlined Program - job 1 of 2

As an Estate Planning Attorney at Legacy Assurance Plan, you will play a crucial role in connecting well-qualified clients with comprehensive legal solutions. Your responsibilities will include providing clients with essential estate planning documents and collaborating with our support team to ensure a seamless experience for both you and your clients.

To qualify for the Estate Planning Attorney position at Legacy Assurance Plan, you must have a Juris Doctor (JD) degree from an accredited law school, be admitted to the Iowa State Bar in good standing, and have a minimum of 3-5 years of experience in estate planning and business formation. Familiarity with special needs planning or Medicaid planning is a plus.

Legacy Assurance Plan supports its Estate Planning Attorneys by offering comprehensive back office and customer service support, including marketing services, client introductions at no cost, document retrieval, and delivery coordination. This allows you to focus primarily on your clients while we handle the administrative details.

Yes, there is significant flexibility in the work schedule for Estate Planning Attorneys at Legacy Assurance Plan. Our program is designed to accommodate your personal and professional commitments, so you can create a balance that works for you while still providing excellent service to your clients.

As an Estate Planning Attorney at Legacy Assurance Plan, you will primarily work within the realm of estate planning, which includes drafting wills, trusts, and other related legal documents. You may also have opportunities to engage in business formation, asset protection, and special needs planning, depending on your expertise.

When answering this question, provide specific examples of your previous work in estate planning. Discuss the types of documents you have created, such as wills and trusts, and highlight any unique cases you have handled, particularly those involving complex or special needs planning.

Your answer should reflect a client-centered approach. Describe your method of evaluating clients' needs, building rapport, and ensuring they understand the estate planning process. Providing examples of successful client interactions can also strengthen your response.

Explain the resources you utilize to stay informed, such as attending legal seminars, participating in professional organizations, or following relevant publications and online resources. Demonstrating a proactive approach to continuing legal education will impress the interviewers.

If you have experience with Medicaid planning, share specific cases where you utilized this knowledge to benefit your clients. If not, express your willingness to learn about it, highlighting any relevant resources you've identified that you can pursue to expand your expertise.

Highlight your organizational skills and time management techniques, such as using project management tools or calendars. Sharing an anecdote where you successfully juggled multiple clients will illustrate your capability and experience.

Discuss any past experiences where you assisted clients with business formation. Mention the various business structures you’ve worked with and how you've guided clients through the legal requirements to set up their business successfully.

Detail your quality assurance methods, such as thorough reviews, maintaining checklists, and collaborating with colleagues for peer review. Demonstrating meticulous attention to detail will reassure the interviewer of your professionalism.

Share what attracts you to Legacy Assurance Plan, such as their support system, commitment to clients, and how their values align with your professional philosophy. Express enthusiasm about the opportunity to contribute to a team-driven environment.

Describe your techniques for managing difficult conversations, such as active listening, empathy, and providing clear explanations. Sharing a real-life example where you turned a challenging situation into a successful outcome can showcase your interpersonal skills.

Discuss both your short-term and long-term goals, such as improving your expertise in estate planning or expanding your client base. Relate these goals to the values of Legacy Assurance Plan and how they can support your professional development.