Attorney: Estate Planning: No Cost Client Introductions

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: 

• 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
• Access to additional clients without marketing time and expense. 
• Exposure to additional client types and issues to expand your areas of practice. 
• Control of your own time and schedule.
• Direct weekly payment without the hassle of invoices.
• Conduct 100% virtual/telephonic consultations.

• Weekly meetings with other Network Members to expand your profession circle. 
• Monthly presentations on estate and financial planning topics. 

Qualified candidates: 

• Active membership with the Wisconsin State Bar
• Residency in the state of Wisconsin required
• Focus their practice on estate planning and business formation. 
• Have a minimum of 3 years of estate plan drafting experience. 
• Prior experience in business formation highly desirable
• Are knowledgeable about probate avoidance, asset protection, business succession planning, taxation, Medicaid-related issues and special needs planning. 
• Comfortable with preparing asset protection irrevocable trusts
• Are comfortable with conducting virtual consultations. 
• Have professional liability insurance. 

• Private practice required
• Familiarity with modern technology, including Microsoft products and CRMs
• Comfortable with virtual communication methods
• Additional state bar admissions would be a plus
• Bilingual skills would be a plus