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Contract Opportunity: Estate Planning Attorney
4 months ago
Whether you are growing an existing solo practice or just starting out on your own, we would love to help. If you are looking for personal and professional growth, this relationship is perfect for you. We attract qualified clients and introduce them to qualified attorneys to provide them with the documents needed for peace of mind. Additionally, we provide the support needed to be successful with our company. All with NO out-of-pocket expense.
At Legacy Assurance Plan, we are committed to providing our clients with the peace of mind that comes from having a comprehensive estate plan in place. We believe in connecting qualified clients with skilled attorneys like yourself who specialize in estate planning, business formation and asset protection. As a Network Attorney with our company, you will have the opportunity to work with a dynamic and experienced team of professionals, expanding your client base and contributing to the growth of our organization.
Benefits of Joining Our Network:
- Weekly Meetings: Collaborate and share insights with other Network Members.
- Monthly Presentations: Enhance your knowledge with presentations on estate and financial planning topics.
- Client Access: Gain additional clients without the marketing hassle and expenses.
- Back Office Support: Utilize our support services, including deed retrieval.
- Practice Expansion: Diversify your practice with exposure to various client types and issues.
Qualified Candidates Will:
- Specialize in Estate Planning and Business Formation: Your practice should primarily focus on these areas.
- Experience: Have a minimum of 3 years of experience in estate plan drafting.
- Expertise: Be knowledgeable in probate avoidance, asset protection, business formation, succession planning, taxation, Medicaid-related issues, and special needs planning.
- Virtual Consultations: Be comfortable conducting consultations via virtual platforms.
- Insurance: Possess professional liability insurance.
Requirements
- Juris Doctor (JD) degree from an accredited law school.
- Admission to the Wisconsin State Bar and in good standing with the State Bar.
- Reside in the state of Wisconsin.
- 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
Benefits
We provide:
- Marketing and No Cost client introductions
- Back Office/Customer Service Support
- Deed Retrieval
- Document Printing
- Delivery Coordination
- Flexible Schedule
- Compensation paid weekly
