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Estate Planning Attorney: Streamline the addition of clients

United Placement Group

Shreveport, louisiana


Job Details

Contract


Full Job Description

Are you a seasoned estate and business planning attorney who is excited about the opportunity to grow your practice and connect with other legal professionals? We would love to see your application! Please send us your resume along with a cover letter that outlines your relevant experience and explains why you would be a great match for this role.

 

Why you’ll love being part of our Network:

  • Engage in weekly meetings with fellow Network Members.
  • Enjoy monthly presentations covering insightful estate and financial planning topics.
  • Gain access to a diverse clientele without the burden of marketing time and costs.
  • Benefit from comprehensive “back office” support services, including deed retrieval.
  • Broaden your expertise by encountering various client types and challenges to enhance your 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.

 

Requirements

  • Active membership with the Louisiana State Bar
  • Private practice required
  • Residency in the state of Louisiana required
  • 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.

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