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Network Attorney - Estate Planning - Add to Your Practice - job 1 of 2

Grow your practice by joining Legacy Plan’s Attorney Network! 

 

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 practice’s 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. 

 

If you’re an experienced estate and business planning attorney looking to expand your practice and connect to other attorneys, we encourage you to apply. To be considered, please submit your resume and a cover letter outlining your relevant experience and explaining why you are the ideal candidate for this position.

  • Active membership with the Connecticut State Bar
  • Private practice required
  • Residency in the state of Connecticut required
  • 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 Network Attorney - Estate Planning - Add to Your Practice, United Placement Group

Are you an experienced estate and business planning attorney eager to grow your practice? Join Legacy Plan’s Attorney Network as a Network Attorney specializing in Estate Planning! At Legacy Plan, we understand what it takes for attorneys to thrive. By connecting with our network, you will gain invaluable access to a community of like-minded professionals through weekly meetings and monthly presentations focused on estate and financial planning topics. As a member, you won’t have to worry about marketing expenses or client acquisition, as we provide you with additional clients seamlessly. Enjoy the benefits of comprehensive back-office support, including deed retrieval and technology assistance, allowing you to focus more on your practice. We’re looking for candidates who have 3-5 years of estate plan drafting experience and a deep understanding of topics such as probate avoidance, asset protection, and business formation. If you’re comfortable conducting virtual consultations and meet our practice requirements, we’d love to hear from you. With the flexibility to control your own schedule and attractive commission structures, this opportunity is perfect for those who seek to enhance their professional journey with Legacy Plan. Your skills in business succession planning and knowledge of Medicaid-related issues will make you a strong asset to our team. If you’re ready for a transformative experience in your legal career, we encourage you to apply with your resume and a cover letter today!

Frequently Asked Questions (FAQs) for Network Attorney - Estate Planning - Add to Your Practice Role at United Placement Group
What are the responsibilities of a Network Attorney - Estate Planning at Legacy Plan?

As a Network Attorney specializing in Estate Planning at Legacy Plan, your primary responsibilities will include drafting estate plans, advising clients on probate avoidance, and assisting with business formation. You’ll participate in weekly meetings with other network members and monthly presentations on estate planning topics, which will enrich your knowledge and expand your network. Moreover, you will conduct 100% virtual consultations and receive back-office support, allowing you to focus on delivering excellent legal services to clients.

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What qualifications do I need to apply for the Network Attorney - Estate Planning position at Legacy Plan?

To qualify for the Network Attorney position at Legacy Plan, you should have at least 3-5 years of estate plan drafting experience and a focus on estate planning and business formation. An active membership with the Connecticut State Bar is required, along with a professional liability insurance. Familiarity with modern technology and comfort with virtual communication methods are essential, while prior experience in business formation and knowledge in taxation, Medicaid-related issues, and asset protection is advantageous.

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How does the compensation structure work for the Network Attorney - Estate Planning role at Legacy Plan?

At Legacy Plan, Network Attorneys specializing in Estate Planning benefit from competitive commissions based on the clients they serve. The unique aspect of this role is that you receive direct weekly payments, eliminating the hassle of invoicing. This allows you to focus more on your practice rather than administrative tasks, thus effectively enhancing your earning potential.

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Can a virtual consultation be conducted by a Network Attorney - Estate Planning at Legacy Plan?

Absolutely! A significant advantage of joining Legacy Plan as a Network Attorney in Estate Planning is the capability to conduct 100% virtual/telephonic consultations. We provide the technology and support to ensure you can effectively serve your clients from the comfort of your own office or home, enhancing both convenience and accessibility for your clients.

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Is there an opportunity for professional growth as a Network Attorney - Estate Planning at Legacy Plan?

Yes, there is ample opportunity for professional growth as a Network Attorney specializing in Estate Planning at Legacy Plan. By participating in collaborative weekly meetings and engaging in enriching monthly presentations, you’ll not only expand your knowledge base but also enhance your networking connections. Additionally, you will be exposed to diverse client types and practice areas, which can help you broaden your expertise and offerings.

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Common Interview Questions for Network Attorney - Estate Planning - Add to Your Practice
What inspired you to pursue a career in estate planning?

When answering this question, be personal and honest. Share experiences or mentors that paved your path in estate planning and highlight your commitment to helping clients navigate complex issues like asset protection and business succession.

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How do you stay current with changes in estate planning laws and regulations?

Highlight specific resources you use, like legal seminars, webinars, or continuing education courses. Mention your commitment to professional development, ensuring clients receive the most accurate and beneficial advice possible.

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Can you describe your approach to drafting an estate plan?

Talk about your step-by-step process, emphasizing your focus on ensuring that you understand your clients’ unique needs. Mention your communication style and how you involve clients in the decision-making process.

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How do you handle difficult client situations or disagreements related to estate planning?

Discuss your conflict resolution skills and give specific examples of past situations. Explain how you maintain professionalism and empathy while ensuring the best outcomes for clients.

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What role do you think technology plays in estate planning today?

Share your insights on the importance of technology in enhancing client communication, document management, and virtual consultations. Discuss how you adapt technology to improve service delivery and efficiency in your practice.

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What is your experience with probate avoidance strategies?

Provide examples of strategies you have utilized to help clients implement effective probate avoidance techniques, reinforcing your expertise in this area and your understanding of state-specific laws.

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How would you handle a case involving special needs planning?

Discuss your understanding of the unique challenges related to special needs planning and mention specific strategies you would employ. Highlight any relevant experience that showcases your knowledge in this area.

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How do you prioritize your workload, especially when managing multiple clients?

Explain your time management techniques, such as using task lists or software solutions, to ensure every client receives prompt and dedicated attention, ensuring a balance that benefits your practice.

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Why do you want to join Legacy Plan as a Network Attorney?

Emphasize your alignment with Legacy Plan’s values and the benefits you see in joining such a network. Discuss your excitement about the support and community aspects that allow for professional growth and improved client service.

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What strengths do you bring to the table as a Network Attorney - Estate Planning?

Identify specific strengths that make you a suitable candidate, such as communication skills, legal knowledge, and your proactive approach to client service. Provide examples that demonstrate these strengths in action.

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DATE POSTED
January 5, 2025

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