Estate and Business Planning Attorney - No Cost Client Introductions

If you want to receive new estate planning clients to your practice each week, schedule a time to speak with me!

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.

We are a fast-growing 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.

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:

• An additional 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

Requirements

• What do we require?
• Virginia bar admission
• Private Practice
• Minimum of three years estate plan drafting experience
• Experience with using technology
• Comfortable with virtual communications
• Business formation, highly preferred
• Special needs, real estate, elder law, taxation and asset protection experience, a plus
• Multiple state bar admissions, a plus
• Bilingual, a plus
• Preferred Qualifications:
• Asset Protection: Comfortable with preparing asset protection irrevocable trusts.
• Additional Expertise: Knowledge in special needs, real estate, elder law, taxation, and asset protection.
• Business Formation: Prior experience in business formation is highly desirable.
• Additional Bar Admissions: Additional state bar admissions would be a plus.
• Language Skills: Bilingual skills would be a plus.

Benefits

• Benefits We Provide:
• Client Base Growth: Increase your client base without the need for marketing time or expense.
• Back-Office Support: Receive support for information collection, technology assistance, and access to reference materials.
• Deed Retrieval: Access to deed retrieval services.
• Document Services: Assistance with document printing and execution.
• Flexibility: Control your own time and schedule.
• Payment Convenience: Direct weekly payments without the hassle of invoices.
• Virtual Consultations: Conduct 100% virtual/telephonic consultations.
• What We Offer:
• A collaborative and supportive work environment.
• Opportunities for professional growth and development.
• Competitive salary and benefits package.

If you meet the above requirements and are passionate about helping clients with their estate planning needs, we encourage you to apply.