What are the responsibilities and job description for the Contract Opportunity: Estate Planning Attorney - Grow Your Practice position at United Placement Group?
Estate Planning Attorney Opportunity: Grow Your Practice with No Marketing Costs
Are you a knowledgeable estate planning attorney seeking to grow your clientele without the burdens of marketing? Our esteemed estate and financial planning services firm, established 42 years ago, is inviting a skilled professional to join our team.
Position Overview
We are dedicated to post-retirement planning, assisting clients and their families in preparing for a variety of life events through comprehensive legal, financial, and tax strategies. As our estate planning attorney, your primary focus will be on wills, trusts, and related matters, while we manage all other aspects.
What We Offer
Requirements
Benefits
We provide:
Are you a knowledgeable estate planning attorney seeking to grow your clientele without the burdens of marketing? Our esteemed estate and financial planning services firm, established 42 years ago, is inviting a skilled professional to join our team.
Position Overview
We are dedicated to post-retirement planning, assisting clients and their families in preparing for a variety of life events through comprehensive legal, financial, and tax strategies. As our estate planning attorney, your primary focus will be on wills, trusts, and related matters, while we manage all other aspects.
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
- Add new clients weekly
- Control your own schedule
- Expand your client base effortlessly
- Personal and professional growth opportunities
- 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
Requirements
- 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
Benefits
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