Attorney: Estate Planning: Streamline Your Practice

Tech Stack

PLANNING
FORMATION
PRACTICE
FINANCIAL
SUCCESSION
COMFORTABLE
YEAR
ATTORNEY
PLAN
TOPICS
YEARS
PRESENTATIONS

Job Description

If you are a seasoned estate and business planning attorney seeking to grow your practice and forge connections with other legal professionals, we highly encourage you to submit your application.

To be considered, kindly provide your resume and a cover letter that details your pertinent experience and articulates why you exemplify the perfect candidate for this role.

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 areas of practice.

Qualified candidates:  Focus their practice on estate planning and business formation.

Have a minimum of 3 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.

Are comfortable with estate tax planning Have at least 1 year forming, rehabilitating and funding LLCs and corporations.