[Remote] Network Estate Planning Attorney - Virtual, Flexible, No Marketing Costs

Note: The job is a remote job and is open to candidates in USA. Alliance America is seeking an experienced Estate Planning Attorney to conduct virtual consultations with prequalified clients. The role involves advising on various estate planning matters and drafting necessary documents while benefiting from a supportive network and back-office assistance.

Responsibilities
• Conduct 100% virtual/telephonic estate planning consultations with prequalified clients
• Advise on probate avoidance, asset protection, business formation, succession planning, taxation, Medicaid-related issues, and special needs planning
• Draft estate planning documents and guide families through protecting their assets and legacies

Skills
• Active State Bar membership in good standing
• Resident of state with prior private practice experience
• Minimum 3 years of estate plan drafting experience
• Primary focus in estate planning and business formation
• Ability to meet with clients in an office setting, preferred
• Comfort with virtual consultations and modern tech (Microsoft products, CRMs)
• Professional liability insurance
• Experience with asset protection irrevocable trusts
• Experience with special needs
• Experience with elder law
• Experience with real estate
• Experience with taxation
• Experience with business formation
• Additional bar admissions
• Bilingual skills

Benefits
• No-cost client introductions (no out-of-pocket marketing spend)
• 100% back-office support: information collection, technology assistance, deed retrieval, document printing and execution
• Weekly meetings and monthly presentations on estate and financial planning topics
• Ability to control your own time, schedule, and client load
• Direct weekly payments—no invoicing hassles
• A collaborative, supportive network of like-minded attorneys

Company Overview
• Alliance America is a financial service company that offers insurance, funeral trust, retirement plan, and annuities services. It was founded in 2002, and is headquartered in Florida, New York, USA, with a workforce of 51-200 employees. Its website is https://allianceam.com/.

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