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Estate Planning Attorney - Remote-Friendly

Posted 7 days ago
Finance / Legal
Contract
WI, USA

Overview

Join our attorney network as an experienced estate planning attorney, providing expert legal services while gaining access to pre-qualified clients and comprehensive support.

In Short

  • Work with pre-qualified clients seeking estate planning services.
  • Receive complete administrative support for your practice.
  • Maintain practice flexibility and independence.
  • Expand your client base without additional overhead costs.
  • Utilize proven efficiency systems and client service tools.
  • Provide expert legal services in estate planning and asset protection.
  • Collaborate with a support team for streamlined client experiences.
  • Engage with clients both in person and remotely.
  • Join a network of estate planning specialists.
  • Enhance your practice while making a meaningful difference.

Requirements

  • JD from an accredited law school.
  • Active and good standing State Bar admission.
  • 3+ years of experience in estate planning or related fields.
  • Experience with special needs and Medicaid planning preferred.
  • Established private practice or ability to incorporate this role.
  • Multi-state reciprocity is advantageous.
  • Willingness to meet qualified clients in person and remotely.

Benefits

  • Streamlined client acquisition with high-quality referrals.
  • Comprehensive support from initial consultation to document completion.
  • Join a professional community of estate planning specialists.
  • Focus on valuable client interactions, not administrative tasks.
United Placement Group logo

United Placement Group

United Placement Group is a dynamic and innovative company focused on enhancing sales processes through effective client engagement. With a commitment to providing flexible work opportunities, the company offers remote positions that allow individuals to contribute to the sales team by connecting with potential clients. United Placement Group values strong communication and organizational skills, fostering a supportive work environment that encourages professional growth and development. The company utilizes modern tools and technologies to streamline lead management and appointment setting, ensuring a collaborative approach to achieving sales goals.

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