What are the responsibilities and job description for the Contract Opportunity: Estate Planning Attorney - Streamlined Program position at United Placement Group?
Are you eager to welcome new estate planning clients into your practice without incurring any costs? If so, I'd love to chat with you!
We are a well-established estate and financial planning services firm with over 42 years of experience, dedicated to serving the post-retirement market. Our mission is to guide our clients and their families through a variety of life events while implementing effective legal, financial, and tax strategies. We are on the lookout for a skilled attorney with extensive experience in wills, trusts, and other estate planning matters.
We offer No-Cost Client Introductions and comprehensive back-office support without any expenses on your part. You focus on being the attorney; we'll handle everything else from marketing to execution.
If you are seeking both personal and professional development, this opportunity is tailored for you. We connect qualified clients with experienced attorneys to ensure they receive the necessary documentation for peace of mind. Moreover, we provide the backing you need to succeed within our organization—all with NO out-of-pocket costs.
Why you'll love being part of our Network:
We provide:
We are a well-established estate and financial planning services firm with over 42 years of experience, dedicated to serving the post-retirement market. Our mission is to guide our clients and their families through a variety of life events while implementing effective legal, financial, and tax strategies. We are on the lookout for a skilled attorney with extensive experience in wills, trusts, and other estate planning matters.
We offer No-Cost Client Introductions and comprehensive back-office support without any expenses on your part. You focus on being the attorney; we'll handle everything else from marketing to execution.
If you are seeking both personal and professional development, this opportunity is tailored for you. We connect qualified clients with experienced attorneys to ensure they receive the necessary documentation for peace of mind. Moreover, we provide the backing you need to succeed within our organization—all with NO out-of-pocket costs.
Why you'll love being part of our Network:
- Engage in weekly meetings with fellow Network Members
- Enjoy monthly presentations covering insightful estate and financial planning topics
- Gain access to a diverse clientele without the burden of marketing time and costs
- Benefit from comprehensive "back office" support services, including deed retrieval
- Broaden your expertise by encountering various client types and challenges to enhance your practice
- Juris Doctor (JD) degree from an accredited law school
- Admission to the Iowa State Bar and in good standing with the State Bar
- Minimum of 3-5 years of experience in estate planning, business formation, and related areas of law
- Familiarity with special needs planning is highly desirable
- Existing private practice
- Medicaid planning is a plus
- Reciprocity with adjacent state is a plus
We provide:
- Marketing and No Cost client introductions
- Back Office/Customer Service Support
- Deed Retrieval
- Document Printing
- Delivery Coordination
- Flexible Schedule
- Compensation paid weekly
