Estate Planning Attorney - Remote

Overview

Are you a dedicated Estate Planning Attorney looking to expand your practice, gain new clients, and collaborate with a team of like-minded professionals? We want to hear from you!

In Short

• Weekly Meetings: Collaborate and share insights with fellow Network Members.
• Monthly Presentations: Stay at the forefront of estate and financial planning with expert-led sessions.
• Client Access: Grow your client base—no marketing or prospecting required.
• Back Office Support: Benefit from deed retrieval, document services, and administrative assistance.
• Practice Expansion: Diversify your experience with a wide range of client needs and planning issues.
• Professional Growth: Enjoy ongoing opportunities for learning and development.

Requirements

• Specialization: Your practice should focus on estate planning and business formation.
• Experience: Minimum of 3 years drafting estate plans.
• Expertise: Strong knowledge in probate avoidance, asset protection, business formation, succession planning, taxation, Medicaid-related issues, and special needs planning.
• Virtual Consultations: Comfortable conducting meetings via virtual platforms.
• Insurance: Must carry professional liability insurance.

Benefits

• Client Base Growth: Gain clients without spending time or money on marketing.
• Back-Office Support: Assistance with information collection, technology, and reference materials.
• Deed Retrieval and Document Services: Support for printing and executing documents.
• Flexibility: Control your own time and schedule.
• Payment Convenience: Direct weekly payments—no invoicing required.
• Virtual Consultations: 100% remote and telephonic client meetings.