Claims Legal Specialist – Conditional Demands
Sentry
Experienced Estate Planning Attorney
United Placement Group
full-time
Posted on:
Location: Wisconsin • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Join a national attorney network connecting with clients actively seeking estate planning, business formation, funding, and Medicaid asset protection services.
- Provide expert legal counsel for estate planning, business formation, LLC and corporation setup, and asset protection strategies.
- Guide clients through tailored solutions—including Medicaid planning and special needs trusts—to ensure their legacies are secured.
- Meet clients virtually/telephonically and in-person, based on your capacity and client preference.
- Work as your own boss, supported by an experienced admin team handling document preparation, deed retrieval, scheduling, intake, and ongoing client management.
- Integrate referred clients into your existing practice and collaborate with a professional community, with no overhead or referral fees.
Requirements
- Juris Doctor from an accredited law school
- Active State Bar membership (good standing) in all states you wish to serve
- 3+ years in estate planning, business formation, or asset protection
- Demonstrated proficiency with Medicaid planning, special needs trusts, and related strategies (preferred)
- Independent private practice or capacity to incorporate this role
- Multi-state licensure/reciprocity (advantageous)
- Willingness to meet qualified clients in person or virtually
- Excellent client communication skills and technology comfort
