Estate Planning Network Attorney - Remote

Overview

Legacy Assurance Plan is a leading estate planning services company dedicated to providing comprehensive and holistic estate planning solutions. For nearly four decades, we have been at the forefront of meeting the estate and financial planning needs of our members. Our mission is to deliver peace of mind through well-rounded estate planning, connecting discerning clients with exceptional attorneys.

In Short

• Provide essential legal documentation and services in estate planning, business formation, and asset protection.
• Conduct detailed consultations with clients to understand their goals and needs.
• Develop comprehensive estate plans that meet clients' specific requirements.
• Collaborate with other network attorneys to share ideas and develop consistent approaches to common planning issues.
• Assist in expanding the sales of additional deliverables for existing customers.

Requirements

• Experience in estate planning and related legal services.
• Strong communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Proven track record in client consultations and legal documentation.

Benefits

• Access to comprehensive back-office resources.
• Support from a collaborative team.
• Opportunity to expand your solo practice or start a new legal venture.