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Legacy Planning Attorney

  • Thread starter Thread starter United Placement Group
  • Start date Start date

United Placement Group

We are seeking a dedicated and experienced Estate Planning Attorney to join our team. The ideal candidate will have a strong background in estate planning, a commitment to excellence, and a client-focused approach.

Benefits of Joining Our Network:

  • Weekly Meetings: Collaborate and share insights with other Network Members.
  • Monthly Presentations: Enhance your knowledge with presentations on estate and financial planning topics.
  • Client Access: Gain additional clients without the marketing hassle and expenses.
  • Back Office Support: Utilize our support services, including deed retrieval.
  • Practice Expansion: Diversify your practice with exposure to various client types and issues.

Qualified Candidates Will:

  • Specialize in Estate Planning and Business Formation: Your practice should primarily focus on these areas.
  • Experience: Have a minimum of 3 years of experience in estate plan drafting.
  • Expertise: Be knowledgeable in probate avoidance, asset protection, business formation, succession planning, taxation, Medicaid-related issues, and special needs planning.
  • Virtual Consultations: Be comfortable conducting consultations via virtual platforms.
  • Insurance: Possess professional liability insurance.

How to Apply:

Submit your resume and a cover letter detailing your relevant experience and why you are the perfect candidate for this opportunity. We look forward to welcoming you to our network and supporting your professional growth.


  • Requirements:
    • Active Membership with the Tennessee State Bar: Must be in good standing.
    • Private Practice Experience: Prior experience in private practice is essential.
    • Residency: Must be a resident of Tennessee.
    • Experience: At least three years of experience in estate plan drafting.
    • Technical Skills: Familiarity with modern technology, including Microsoft products and CRMs.
    • Communication Skills: Comfortable with virtual communication methods,
  • Preferred Qualifications:
    • Asset Protection: Comfortable with preparing asset protection irrevocable trusts.
    • Additional Expertise: Knowledge in special needs, real estate, elder law, taxation, and asset protection.
    • Business Formation: Prior experience in business formation is highly desirable.
    • Additional Bar Admissions: Additional state bar admissions would be a plus.
    • Language Skills: Bilingual skills would be a plus.


  • Benefits We Provide:
    • Client Base Growth: Increase your client base without the need for marketing time or expense.
    • Back-Office Support: Receive support for information collection, technology assistance, and access to reference materials.
    • Deed Retrieval: Access to deed retrieval services.
    • Document Services: Assistance with document printing and execution.
    • Flexibility: Control your own time and schedule.
    • Payment Convenience: Direct weekly payments without the hassle of invoices.
    • Virtual Consultations: Conduct 100% virtual/telephonic consultations.
  • What We Offer:
    • A collaborative and supportive work environment.
    • Opportunities for professional growth and development.
    • Competitive salary and benefits package.

If you meet the above requirements and are passionate about helping clients with their estate planning needs, we encourage you to apply.

About the company

United Placement Group connects employees with employers to meet staffing needs for companies in several industries. See our job postings to learn more!

Apply Now...

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