Network Attorney - Estate Planning - Add to Your Practice

Grow your practice by joining Legacy Plan’s Attorney Network! 

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 practice’s areas of practice. 

Qualified candidates: 

• Focus their practice on estate planning and business formation. 
• Have a 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. 

If you’re an experienced estate and business planning attorney looking to expand your practice and connect to other attorneys, we encourage you to apply. To be considered, please submit your resume and a cover letter outlining your relevant experience and explaining why you are the ideal candidate for this position.

Requirements

• Active membership with the Wisconsin State Bar
• Private practice required
• Residency in the state of Wisconsin 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 a plus
• Bilingual skills 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.