November 13
• If you are a seasoned estate and business planning attorney seeking to grow your practice and forge connections with other legal professionals, we highly encourage you to submit your application. • To be considered, kindly provide your resume and a cover letter that details your pertinent experience and articulates why you exemplify the perfect candidate for this role. • 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 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.
• 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
• 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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