Job Description

Grow your practice with no out-of-pocket by joining Legacy Plan’s Attorney Network! 

About Us:
We are a distinguished provider of consumer services committed to delivering unparalleled support and solutions in the domains of estate planning and business formation. Our primary focus is on facilitating connections between eligible clients and seasoned attorneys, thereby enabling them to acquire essential legal documents for their assurance and peace of mind. By becoming a member of our team, you will join a dynamic and proficient group of professionals who are dedicated to offering exceptional services to our esteemed clientele.

Position Overview:
We are actively seeking a qualified Network Attorney with specialization in Estate Planning and Business Formation to become a member of our team. Ideal candidates for this position must exhibit a comprehensive knowledge of estate planning, business formation, and Medicaid planning. This role offers a remarkable opportunity to contribute meaningfully to our organization's ongoing success while facilitating both personal and professional development within a nurturing environment.

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 3-5 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 Vermont State Bar
• Private practice required
• Residency in the state of Vermont preferred
• 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 would be a plus
• Bilingual skills would be 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.

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