If you want to add new estate planning clients to your practice with no out-of-pocket, you will want to speak with me!

We are a 42-year-old estate and financial planning services company focused on the post-retirement market. Our objective is to assist our clients and their families by planning for various life events and facilitating legal, financial and tax strategies. We are seeking a seasoned attorney who is experienced in the area of wills, trusts and other estate planning related matters.

We provide No-Cost Client Introductions and complete back-office support with no out-of-pocket. You be the attorney; we will cover everything else from marketing to delivery.

If you are looking for personal and professional growth, this opportunity is perfect for you. We attract qualified clients and introduce them to qualified attorneys to provide them with the documents needed for peace of mind. Additionally, we provide the support needed to be successful with our company. All with NO out-of-pocket expense.

Why you’ll love being part of our Network:

• Engage in weekly meetings with fellow Network Members.
• Enjoy monthly presentations covering insightful estate and financial planning topics.
• Gain access to a diverse clientele without the burden of marketing time and costs.
• Benefit from comprehensive “back office” support services, including deed retrieval.
• Broaden your expertise by encountering various client types and challenges to enhance your practice.

Requirements

• Juris Doctor (JD) degree from an accredited law school.
• Admission to the Iowa State Bar and in good standing with the State Bar.
• Minimum of 3-5 years of experience in estate planning, business formation, and related areas of law.
• Familiarity with special needs planning is highly desirable.
• Existing private practice.
• Medicaid planning is a plus
• Reciprocity with adjacent state is a plus

Benefits

We provide:

• Marketing and No Cost client introductions
• Back Office/Customer Service Support
• Deed Retrieval
• Document Printing
• Delivery Coordination
• Flexible Schedule
• Compensation paid weekly