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Experienced Estate Planning Attorney: No Cost Client Introductions

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

$65000 / YEARLY (est.)
min
max
$50000K
$80000K

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: No Cost Client Introductions, United Placement Group

Are you an Experienced Estate Planning Attorney looking to expand your practice and connect with like-minded peers? Look no further! Joining our Network provides a unique opportunity to grow your client base with no financial burden of marketing. Each week, you'll engage in collaborative meetings with fellow Network members and benefit from monthly presentations on the latest trends in estate and financial planning. With our robust support services, including deed retrieval and document execution assistance, you can focus on what you do best. We’re looking for candidates who have a strong background in estate planning and business formation, with at least 3-5 years of practical experience in drafting estate plans. Familiarity with probate avoidance, asset protection, taxation, and Medicaid-related issues is essential. Also, having professional liability insurance and an active membership with the Iowa State Bar is required. This role allows you to work comfortably via virtual consultations, embracing modern technology to provide your clients with exceptional service. If you wish to join a dynamic team of professionals dedicated to making the estate planning process smooth for our clients, we’d love to hear from you. Apply with your resume and a tailored cover letter today and take the next step in your estate planning career!

Frequently Asked Questions (FAQs) for Experienced Estate Planning Attorney: No Cost Client Introductions Role at United Placement Group
What does an Experienced Estate Planning Attorney do in this Network?

As an Experienced Estate Planning Attorney within our Network, you'll draft estate plans, provide guidance on business formation, and assist clients in navigating complex issues like asset protection and tax planning. You'll also have access to a client base without the burden of traditional marketing, allowing you to focus on providing top-notch legal services.

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What qualifications are required for the Experienced Estate Planning Attorney role?

To qualify for the Experienced Estate Planning Attorney position, candidates must have 3-5 years of experience in estate plan drafting, active membership in the Iowa State Bar, and professional liability insurance. Additionally, being familiar with virtual consultations and modern technology is crucial.

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How can joining this Network benefit my estate planning practice?

Joining our Network will enhance your estate planning practice by providing client introductions without marketing expenses, robust back-office support, and opportunities for collaboration and professional growth. You will also have a flexible schedule and control over your time, ensuring you can deliver great service to your clients.

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Do I need to be based in Iowa to apply for the Experienced Estate Planning Attorney position?

While residency in Iowa is preferred for this Experienced Estate Planning Attorney position, it is not an absolute requirement. However, applicants must hold an active membership with the Iowa State Bar and be familiar with state-specific laws and requirements.

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What types of support are provided to Experienced Estate Planning Attorneys in the Network?

Our Network offers extensive support to Experienced Estate Planning Attorneys, including document printing, deed retrieval, technology assistance, and the ability to conduct virtual consultations. This comprehensive support allows you to focus on your legal expertise while we handle the operational aspects.

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Common Interview Questions for Experienced Estate Planning Attorney: No Cost Client Introductions
Can you describe your experience with estate plan drafting?

When answering this question, highlight specific types of estate plans you've worked with, the complexity of cases, and any particular challenges you've overcome. Provide examples to illustrate your expertise, especially in areas like asset protection and tax planning.

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How do you handle client consultations virtually?

Discuss your approach to virtual consultations, emphasizing clear communication, the technology used, and how you ensure clients feel comfortable and informed. Mention any tools you rely on for document sharing and signature collection.

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What strategies do you use to stay updated on estate planning laws and trends?

Share your methods for continuous learning, such as attending seminars, subscribing to legal journals, or joining professional organizations. Highlight how this knowledge impacts your practice and benefits your clients.

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How do you approach asset protection in estate planning?

Explain your strategies for asset protection, including the legal tools and mechanisms you utilize. Providing examples or case studies where your approach resulted in positive outcomes will make your answer more impactful.

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What is your experience with special needs planning?

Talk about your background in special needs planning, including specific cases you've handled and the unique considerations involved. Emphasize your compassion and dedication to ensuring the best outcomes for clients.

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How do you manage your time and workflow in a virtual environment?

Describe your organizational skills, the tools you use for task management, and how you prioritize client work. Give examples of how you maintain productivity and service quality while working remotely.

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Can you provide an example of a complex estate planning case you managed?

Use this opportunity to narrate a compelling story about a challenging case, detailing the steps you took to resolve it, the outcome, and what you learned in the process. Showcase your problem-solving skills and legal acumen.

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How do you ensure a smooth experience for your clients from consultation to settlement?

Discuss your client management skills, highlighting your communication strategies and follow-up practices. Talk about how you address client concerns proactively to enhance their experience throughout the process.

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What role does technology play in your estate planning practice?

Illustrate how you leverage modern technology, such as legal software, client management systems, and virtual communication tools, to enhance efficiency and client satisfaction. Be specific about how these tools integrate into your workflow.

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Why do you want to join our Network as an Experienced Estate Planning Attorney?

Your answer should reflect your enthusiasm for collaboration, client growth opportunities, and the benefits of our back-office support. Emphasize how working alongside other experienced attorneys aligns with your professional goals.

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MATCH
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SENIORITY LEVEL REQUIREMENT
TEAM SIZE
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LOCATION
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EMPLOYMENT TYPE
Contract, remote
DATE POSTED
December 14, 2024

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