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Experienced Estate Planning Attorney: Contract Opportunity

If you are a seasoned estate and business planning attorney seeking to grow your practice and forge connections with other legal professionals, we highly encourage you to submit your application. To be considered, kindly provide your resume and a cover letter that details your pertinent experience and articulates why you exemplify the perfect candidate for this role.

 

Advantages of joining our Network: 

  • Weekly meetings with other Network Members. 
  • Monthly presentations on estate and financial planning topics. 
  • Access to additional clients without marketing time and expense. 
  • “Back office” support services, including deed retrieval. 
  • Exposure to additional client types and issues to expand your areas of practice. 

 

Qualified candidates: 

  • Focus their practice on estate planning and business formation. 
  • Have a 3-5 years of estate plan drafting experience. 
  • Are knowledgeable about probate avoidance, asset protection, business formation, business succession planning, taxation, Medicaid-related issues and special needs planning. 
  • Are comfortable with conducting virtual consultations. 
  • Have professional liability insurance. 

 

  • Active membership with the Iowa State Bar
  • Private practice required
  • Residency in the state of Iowa 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 Experienced Estate Planning Attorney: Contract Opportunity, United Placement Group

Are you an experienced Estate Planning Attorney looking for an exciting contract opportunity? Join our dynamic network and elevate your practice! We welcome attorneys who focus on estate and business planning to apply. At our firm, you’ll find a collaborative environment where you can enhance your professional connections through weekly meetings with fellow network members and monthly presentations on crucial estate and financial planning topics. You’ll also benefit from our comprehensive back-office support services, freeing you from the burden of marketing while gaining access to a larger client base. Our ideal candidate brings 3-5 years of estate plan drafting experience, with a keen understanding of probate avoidance, asset protection, and business succession planning. Familiarity with virtual consultations and proficiency in Microsoft products are essential, so you can seamlessly engage with clients online. If you hold an active membership with the Iowa State Bar and have a solid foundation in estate planning, we want to hear from you! This opportunity is perfect for those looking to balance a flexible schedule while working with a dedicated team of professionals. Plus, we offer competitive commissions and direct weekly payments, ensuring a smooth financial process. If you excel in creating tailored estate plans and enjoy client interaction without traditional marketing hassles, apply today to join our network and expand your horizons as an Estate Planning Attorney!

Frequently Asked Questions (FAQs) for Experienced Estate Planning Attorney: Contract Opportunity Role at United Placement Group
What are the responsibilities of an Experienced Estate Planning Attorney at this firm?

As an Experienced Estate Planning Attorney in our network, you will craft personalized estate plans, provide legal guidance on business formation, and assist clients in navigating complex estate issues. Your role will also involve conducting virtual consultations, collaborating with other attorneys during weekly meetings, and presenting on various financial planning topics. Additionally, you will benefit from our back-office support, allowing you to focus on your clients while we handle administrative tasks.

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What qualifications are necessary for the Estate Planning Attorney position?

To qualify for the Experienced Estate Planning Attorney position, candidates should have a minimum of 3-5 years of relevant experience in estate plan drafting and an active membership with the Iowa State Bar. You must be well-versed in estate planning, business succession planning, and be comfortable working in a virtual environment. Familiarity with modern technology and having professional liability insurance are also essential.

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What advantages does this contract opportunity offer to Estate Planning Attorneys?

Joining our network as an Experienced Estate Planning Attorney comes with numerous benefits, including an established client base without the hassle of marketing, access to essential back-office support services, and a flexible work schedule. You’ll also have the chance to connect with other professionals, enhancing your knowledge through shared experiences and presentations while enjoying direct weekly payments.

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

While not strictly required, prior experience in business formation is highly desirable for candidates applying for the Experienced Estate Planning Attorney position. Being knowledgeable in business formation can enhance your ability to provide comprehensive services to clients, aligning with our goal of assisting individuals and businesses in their estate and planning needs.

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What types of support does the network provide to its Estate Planning Attorneys?

Our network offers extensive support to its Experienced Estate Planning Attorneys, including back-office services such as document retrieval, technology assistance, and client management resources. This support system enables you to focus on providing exceptional legal services while we help manage the more administrative aspects of your practice.

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Common Interview Questions for Experienced Estate Planning Attorney: Contract Opportunity
Can you describe your experience in drafting estate plans?

In answering this question, focus on specific examples of estate plans you've drafted, including the complexity of cases and the strategies you employed. Highlight your familiarity with key concepts such as asset protection, probate avoidance, and any unique challenges you faced in these cases.

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

Mention the resources you utilize to stay informed, such as legal journals, webinars, or membership in professional organizations. Highlight your proactive approach to continuous learning, including any recent changes in laws that have influenced your practice.

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What approach do you take when conducting virtual consultations?

Discuss your strategies for ensuring effective communication during virtual consultations, including preparation techniques and tools you use. Explain how you build rapport with clients remotely while addressing their estate planning needs.

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How do you handle difficult conversations regarding sensitive issues like estate planning?

Share your approach to empathetic communication, emphasizing the importance of understanding clients' emotional states and providing a supportive environment. Provide examples of how you’ve navigated sensitive topics in past consultations.

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Can you provide an example of a customized estate plan you created?

When answering this question, detail a specific case where you tailored an estate plan to meet unique client needs. Discuss the factors you considered and how your plan effectively addressed their goals.

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What tools or software do you prefer for managing client information?

Explain the software and technology you utilize for client management, emphasizing your familiarity with CRMs and other relevant tools. Highlight how these tools enhance your efficiency and client communication.

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What do you find most rewarding about being an Estate Planning Attorney?

Reflect on your passion for helping clients navigate their estate planning needs and the satisfaction you derive from contributing to their peace of mind. Discuss how this motivating factor drives your work and enhances your commitment to your role.

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How do you prioritize your workload when managing multiple clients?

Demonstrate your organizational skills and time management strategies, such as using task lists, client relationship management tools, or specific prioritization techniques. Illustrate how these methods help you meet deadlines effectively.

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What experience do you have with business formation as part of estate planning?

Discuss your exposure to business formation processes and how you integrate this knowledge into your estate planning practice. Share examples of businesses you've worked with and the complexities involved.

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How do you ensure your estate plans are compliant with current laws and regulations?

Emphasize your commitment to compliance by regularly reviewing laws and regulations. Mention your participation in continuing education and any processes you have implemented to ensure thorough and accurate documentation in your estate planning practices.

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DATE POSTED
December 13, 2024

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