Contract Attorney: Estate Planning: Streamline your process
If you want to add 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:
- Add 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
Qualified candidates:
- Focus their practice on estate planning and business formation.
- Have 3-5 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.
- Active membership with the New Hampshire State Bar
- Private practice required
- Residency in the state of New Hampshire preferred
- At least three years of experience in estate plan drafting
- Familiarity with modern technology, including Microsoft products and CRMs
- Comfortable with virtual communication methods
- Prior experience in business formation highly desirable
- Knowledge in special needs, real estate, elder law, taxation, and asset protection would be advantageous
- Additional state bar admissions would be a plus
- Bilingual skills would be a plus
If you meet the above requirements and are interested in joining our network of attorneys, please submit your resume today. We offer competitive commissions, flexible schedule, as well as the opportunity to work with a dynamic team of professionals with the same goal of ensuring our customers enjoy a smooth experience from marketing to estate settlement.
Benefits
We provide:
- Client base growth without the need for marketing time or expense.
- Back-office support including information collection, technology assistance and reference material
- Deed retrieval
- Document printing
- Assistance with document execution
- Control of your own time and schedule.
- Direct weekly payment without the hassle of invoices.
- Conduct 100% virtual/telephonic consultations.