Demo

Attorney: Estate Planning: No Cost Client Introductions

United Placement Group
Baton Rouge, LA Contractor
POSTED ON 12/16/2024 CLOSED ON 6/11/2025

What are the responsibilities and job description for the Attorney: Estate Planning: No Cost Client Introductions position at United Placement Group?

If you are a seasoned estate and business planning attorney seeking to grow your practice and forge connections with other legal professionals, we highly encourage you to submit your application. To be considered, kindly provide your resume and a cover letter that details your pertinent experience and articulates why you exemplify the perfect candidate for this role.

Advantages of joining our Network:

  • Weekly meetings with other Network Members.
  • Monthly presentations on estate and financial planning topics.
  • Access to additional clients without marketing time and expense.
  • "Back office" support services, including deed retrieval.
  • Exposure to additional client types and issues to expand your areas of 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

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets
This job has expired.
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at United Placement Group

United Placement Group
Hired Organization Address Lynchburg, VA Full Time
Outside Sales Experts! A Job with a Meaningful Impact. 100K An Exciting Opportunity Awaits You in Estate Planning Sales ...
United Placement Group
Hired Organization Address Bradenton, FL Full Time
We are currently seeking a skilled and detail-oriented Front Desk Receptionist who specializes in data entry. As a Front...
United Placement Group
Hired Organization Address Junction, VT Contractor
Grow your practice with no out-of-pocket by joining Legacy Plan's Attorney Network! About Us: We are a distinguished pro...
United Placement Group
Hired Organization Address Evansdale, IA Contractor
Are you a seasoned estate and business planning attorney who is interested in an opportunity to grow your practice and c...

Not the job you're looking for? Here are some other Attorney: Estate Planning: No Cost Client Introductions jobs in the Baton Rouge, LA area that may be a better fit.

AI Assistant is available now!

Feel free to start your new journey!