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Estate and Business Planning Attorney

1 month ago

Milwaukee, United States United Placement Group Full time
Job DescriptionJob Description

If you want to add an average of five new estate planning clients to your practice each week, you will want to speak with me

We are a 41-year-old estate and financial planning services company focused on the post-retirement market. Our objective is to assist our clients and their families by planning for various life events and facilitating legal, financial and tax strategies. We are seeking a seasoned attorney who is experienced in the area of wills, trusts and other estate planning related matters.

We provide No-Cost Client Introductions and complete back-office support with no out-of-pocket. You be the attorney; we will cover everything else from marketing to delivery.

If you are looking for personal and professional growth, this company 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.

This opportunity allows for:

  • An additional five new clients per week
  • Control of your own time and schedule
  • 100% virtual/telephonic consultations.
  • Client base growth without marketing time or expense
  • Direct weekly payment without invoices

Requirements

  • What do we require?
    • Licensing: Wisconsin bar admission in good standing
    • Private Practice
    • Experience: Minimum of three years estate plan drafting experience
    • Technology: Experience with using technology including virtual formats such as Zoom
    • Communications: Must be comfortable with virtual communications
    • Business Formation: Prior experience in business formation is required.
    • Preferred Qualifications:
      • Asset Protection: Comfortable with preparing asset protection irrevocable trusts.
      • Additional Expertise: Knowledge in special needs, real estate, elder law, taxation, and asset protection.
      • Additional Bar Admissions: Additional state bar admissions would be a plus.
      • Language Skills: Bilingual skills would be a plus.

Benefits

  • Benefits We Provide:
    • Client Base Growth: Increase your client base without the need for marketing time or expense.
    • Back-Office Support: Receive support for information collection, technology assistance, and access to reference materials.
    • Deed Retrieval: Access to deed retrieval services.
    • Document Services: Assistance with document printing, delivery and execution.
    • Flexibility: Control your own time and schedule.
    • Payment Convenience: Direct weekly payments without the hassle of invoices.
    • Virtual Consultations: Conduct 100% virtual/telephonic consultations.
  • What We Offer:
    • A collaborative and supportive work environment.
    • Opportunities for professional growth and development.

If you are passionate about helping clients with their estate planning needs, APPLY NOW