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Estate Planning Network Attorney - Help Families Protect What Matters Most
Location
Wisconsin
Posted
109 days ago
Salary
0
Seniority
Mid Level
Job Description
Estate Planning Network Attorney - Help Families Protect What Matters Most
United Placement Group
Estate Planning Network Attorney – Help Families Protect What Matters Most Build Your Practice While Making a Lasting Impact Are you an estate planning attorney who values meaningful client work over marketing hustle? Do you want to grow your practice while focusing on what you do best—guiding families through life's most important legal decisions? We're seeking experienced estate planning attorneys to join our established network, where you'll provide probate avoidance estate plans to qualified clients who need your expertise—with no out-of-pocket costs to speak with them. About Us For over 40 years, we've been a trusted provider of comprehensive estate planning services, connecting families with experienced attorneys who help them secure their legacies. Our mission is simple: deliver unmatched support to clients and attorneys alike, creating peace of mind through expert legal guidance and meticulous service. When you join our network, you become part of a community of skilled professionals committed to excellence, collaboration, and client-first values. Why Join Our Network? Grow Your Practice Without Marketing We handle all client acquisition and marketing. You receive a steady flow of qualified client referrals at no cost to you—allowing you to focus entirely on practicing law. 100% Virtual, Flexible Schedule Conduct consultations by phone or video from anywhere. Set your own hours, control your availability, and balance your practice with your life. Comprehensive Back-Office Support We provide information collection, deed retrieval, document printing, execution assistance, technology support, and reference materials—so you can spend your time on legal work, not administrative tasks. Direct Weekly Payment, No Invoicing Flat-fee compensation paid weekly without hassle. No invoicing, no chasing payments—just straightforward, reliable income. Collaborative Community Access a network of fellow estate planning attorneys, in-house counsel with extensive estate and tax planning experience, weekly virtual conference calls, online discussion forums, and ongoing educational opportunities. Your Role As a Network Attorney, you will: - Provide expert legal advice on estate planning and business formation - Draft and review wills, trusts, powers of attorney, health care directives, and business entity documents - Consult with clients virtually to understand their goals and recommend tailored solutions - Prepare comprehensive, probate-avoidance estate plans that protect families and assets - Collaborate with our team and fellow network attorneys to ensure seamless client experiences - Stay current on legal developments, regulatory changes, and best practices in estate planning What We're Looking For Required: - Active state bar membership in good standing (no disciplinary record) - Minimum 3 years of estate plan drafting experience - Current private practice - Residency in your state of practice - Proficiency with technology (Microsoft Office, CRMs, virtual communication platforms) - Comfortable conducting virtual/telephonic consultations - Professional liability insurance Highly Valued: - Prior experience in business formation, special needs planning, elder law, taxation, or asset protection - Admission to multiple state bars - Bilingual skills What You'll Receive ✅ Qualified client referrals with no marketing cost or time investment ✅ 100% virtual consultations—no office required ✅ Full back-office support (intake, scheduling, deed retrieval, document execution coordination) ✅ Secure online attorney portal for case management ✅ Access to network-only document and reference libraries ✅ Weekly attorney conference calls and monthly educational presentations ✅ Flat-fee compensation paid directly each week ✅ Complete control over your schedule and workload ✅ Opportunity to build lasting client relationships beyond network services Make Your Mark This isn't just contract work—it's an opportunity to grow a sustainable estate planning practice while doing work that truly matters. Help families protect their loved ones, preserve their legacies, and navigate complex legal decisions with confidence and clarity. If you're ready to focus on practicing law, not chasing clients, we'd love to hear from you. Apply today. Submit your resume and a brief cover letter explaining your estate planning experience and why you're interested in joining our network. Let's build something meaningful—together.
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Estate Planning Network Attorney – Help Families Protect What Matters Most Build Your Practice While Making a Lasting Impact Are you an estate planning attorney who values meaningful client work over marketing hustle? Do you want to grow your practice while focusing on what you do best—guiding families through life's most important legal decisions? We're seeking experienced estate planning attorneys to join our established network, where you'll provide probate avoidance estate plans to qualified clients who need your expertise—with no out-of-pocket costs to speak with them. About Us For over 40 years, we've been a trusted provider of comprehensive estate planning services, connecting families with experienced attorneys who help them secure their legacies. Our mission is simple: deliver unmatched support to clients and attorneys alike, creating peace of mind through expert legal guidance and meticulous service. When you join our network, you become part of a community of skilled professionals committed to excellence, collaboration, and client-first values. Why Join Our Network? Grow Your Practice Without Marketing We handle all client acquisition and marketing. You receive a steady flow of qualified client referrals at no cost to you—allowing you to focus entirely on practicing law. 100% Virtual, Flexible Schedule Conduct consultations by phone or video from anywhere. Set your own hours, control your availability, and balance your practice with your life. Comprehensive Back-Office Support We provide information collection, deed retrieval, document printing, execution assistance, technology support, and reference materials—so you can spend your time on legal work, not administrative tasks. Direct Weekly Payment, No Invoicing Flat-fee compensation paid weekly without hassle. No invoicing, no chasing payments—just straightforward, reliable income. Collaborative Community Access a network of fellow estate planning attorneys, in-house counsel with extensive estate and tax planning experience, weekly virtual conference calls, online discussion forums, and ongoing educational opportunities. Your Role As a Network Attorney, you will: - Provide expert legal advice on estate planning and business formation - Draft and review wills, trusts, powers of attorney, health care directives, and business entity documents - Consult with clients virtually to understand their goals and recommend tailored solutions - Prepare comprehensive, probate-avoidance estate plans that protect families and assets - Collaborate with our team and fellow network attorneys to ensure seamless client experiences - Stay current on legal developments, regulatory changes, and best practices in estate planning What We're Looking For Required: - Active state bar membership in good standing (no disciplinary record) - Minimum 3 years of estate plan drafting experience - Current private practice - Residency in your state of practice - Proficiency with technology (Microsoft Office, CRMs, virtual communication platforms) - Comfortable conducting virtual/telephonic consultations - Professional liability insurance Highly Valued: - Prior experience in business formation, special needs planning, elder law, taxation, or asset protection - Admission to multiple state bars - Bilingual skills What You'll Receive ✅ Qualified client referrals with no marketing cost or time investment ✅ 100% virtual consultations—no office required ✅ Full back-office support (intake, scheduling, deed retrieval, document execution coordination) ✅ Secure online attorney portal for case management ✅ Access to network-only document and reference libraries ✅ Weekly attorney conference calls and monthly educational presentations ✅ Flat-fee compensation paid directly each week ✅ Complete control over your schedule and workload ✅ Opportunity to build lasting client relationships beyond network services Make Your Mark This isn't just contract work—it's an opportunity to grow a sustainable estate planning practice while doing work that truly matters. Help families protect their loved ones, preserve their legacies, and navigate complex legal decisions with confidence and clarity. If you're ready to focus on practicing law, not chasing clients, we'd love to hear from you. Apply today. Submit your resume and a brief cover letter explaining your estate planning experience and why you're interested in joining our network. Let's build something meaningful—together.
This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description Hair Shunnarah is looking for an all-star litigator with at least 1 year of experience to assist with our vibrant and growing practice. Qualifications - 1 year of Litigation experience required (preferably civil litigation) - Proven experience managing state court litigation (federal court experience strongly preferred) - Excellent legal writing skills, including petitions, complaints, motions, and briefs - Interest in developing business acumen alongside legal practice - Admission to the Iowa Bar required; admission in additional jurisdictions is a significant advantage Requirements - Minimum of one year of litigation experience Benefits - Competitive, top-of-market compensation structure with a base salary range of $85,000–$185,000, depending on experience, skill set, and performance - Choice between a traditional salary model or a production-based compensation structure - Production-based attorneys earn mid-six to seven figures annually - Employee appreciation programs - A caring leadership with proven trial experience - Ongoing opportunities to become a thought leader in the industry - Monthly swag program - Super high referral bonuses (both for bringing in work and bringing in people) - Ability to control your caseload - No Requirement to Generate Business Ever! - Way More Tech Forward Than Most Firms - if you can dream it up, we can hire someone to make it happen
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• Legal Officer will act as the cornerstone of our legal strategy, to support legal operations, risk mitigation, drafting agreements and driving high-impact advisory initiatives across the company. • Contract Management: Drafting, reviewing, and negotiating contracts, including service agreements, agreements with clients, merchants, Software development, SaaS, IaaS, PaaS agreements, NDAs, DPAs, LOI, MOU, and standard commercial contracts. • Corporate and Commercial Law: Provide support on corporate governance and compliance matters. Assist with the preparation and maintenance of corporate documents and filings, setting up legal operations, opening new companies. • Policy and Procedures: Help implement and maintain company policies and procedures (e.g., compliance checklists, workflows, templates). • Conduct legal research on applicable laws and regulations (e.g., AML, GDPR, MiCA, VASP, fintech, gambling regulations). Summarize findings and provide recommendations to senior team members. • Monitor regulatory updates and assist in ensuring compliance with financial, corporate, and IT-related requirements. Support data privacy requests and compliance documentation. • Act as a legal project manager on cross-functional projects, ensuring timely delivery and alignment with business objectives. Coordinate with various teams to integrate legal requirements into company workflows. • Work closely with internal teams (HR, Finance, IT, Marketing) to provide day-to-day legal support under supervision. • Ensure strict confidentiality in handling legal matters and maintain high professional standards. • Support knowledge management initiatives within the legal team (e.g., updating templates, organizing reference materials).
Aldridge Pite, LLP is a multi-state law firm that focuses heavily on the utilization of technology to create work flow synergies with its clients and business partners. Aldridge Pite is a full-service provider of legal services to depository and non-depository financial institutions including banks, credit unions, mortgage servicing concerns, institutional investors, private firms, and other commercial clients. Aldridge Pite is dedicated to providing best-in-class representation across all of its Practice Areas through its unwavering subscription to three fundamental tenets: Partnership, Integrity, and Innovation. Purpose The National Bankruptcy Processor is responsible for protecting the client’s interest by reviewing loans for possible legal action and taking all necessary actions to protect client’s interest without individual requests from the client. Specific Duties, Activities and Responsibilities • Motions for Relief: Specialist will prepare referrals for Motions for Relief and assist firm with any figures and documents required to proceed with the necessary legal action. Specialist will be required to review delinquent accounts and case disposition to determine appropriate action to take. Accounts must be audited and a ledger must be prepared to ensure all funds were received and applied correctly. Loan must be reviewed until the Motion is resolved. If a Stipulation is negotiated, specialist will be required to monitor compliance with the Stipulation and refer additional legal action as necessary. • Impediments: Specialist must review loans immediately upon receipt for any items needed to proceed with account adjustments or legal action. Specialist will refer to jurisdictional requirements to confirm what items are required to proceed with required legal action. Frequent follow up and escalation for impediments is required until resolution. Specialist will have to be comfortable reviewing prior servicer histories and escrow analyses. • Title Review: Specialist must be able to review mortgages, assignments, notes and allonges and determine any missing gaps in the chain of title. • ECF Mail/AACER: Specialist will be required to review electronic mail from the court. All mail must be thoroughly reviewed and notated in firm’s system and client’s system. Specialist must be able to determine and proceed with any action needed in response to court mail received. • Ensure local counsel has all necessary information to complete various notices and filings. • Move all non-active files quickly through to closing. • Review and interpret client systems and update data per client’s expectations. • Regularly monitor reports that are generated in our system to ensure that files are handled smoothly and timely. • Regularly monitor reports that are generated by the client’s system to ensure that files are handled smoothly and timely. • Participate in company-sponsored educational seminars. • Perform all other duties as assigned. Job Requirements 1 – Minimum Formal Education: High School Diploma required, Bachelor Degree preferred 2 – Minimum Experience: Two or more years of experience in the bankruptcy and/or Mortgage Servicing arena. Proven track record of dependability and punctuality required. 3 – Knowledge, Licenses and/or Certifications, and Professional Skills: • Usage of LPS is required; must be familiar with all Facets of LPS, including LPS Intercoms, LPS Reports, and LPS/ Client Directives. • Must possess basic understanding of the fundamentals of Chapter 7, 11, and 13 Bankruptcies. • Must be proficient with numbers and basic accounting. • Must be proficient in software tools including but not limited to Word, Excel, Outlook and the Internet General Competency Factors • Must be proficient in software tools, including but not limited to Word, Excel, Outlook, and the Internet. • Must possess strong written and verbal communications skills. • Must provide excellent customer service to internal and external customers • Identifies and solves issues in a timely manner. • Must be a team player and willing to help others in their department whenever necessary. • Must be extremely organized and be able to multi-task. • Conscientious with respect to work completion, deadlines, time management and attendance. • Takes initiative in face of obstacles and identifies what needs to be done and takes action. • Demonstrates commitment to Firm’s vision, mission, and core values. • Analytical and detail oriented, while working at a fast pace and capable of multi-tasking. • Develops professional relationships and builds rapport with others. • Overall good work ethic and willingness to adapt to change. Aldridge Pite, LLP is fully committed to Equal Employment Opportunity and to attracting, retaining, developing and promoting the most qualified employees without regard to race, gender, color, religion, sexual orientation, national origin, age, physical or mental disability, citizenship status, veteran status, or any other characteristic prohibited by federal, state or local law. We are dedicated to providing a work environment free from discrimination and harassment, and where employees are treated with respect and dignity. 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Aldridge Pite, LLP is fully committed to Equal Employment Opportunity and to attracting, retaining, developing and promoting the most qualified employees without regard to race, gender, color, religion, sexual orientation, national origin, age, physical or mental disability, citizenship status, veteran status, or any other characteristic prohibited by federal, state or local law. We are dedicated to providing a work environment free from discrimination and harassment, and where employees are treated with respect and dignity.
