Top Network Planning Executive jobs in Appleton, WI

Whether you are growing an existing solo practice or just starting out on your own, we would love to help. If you are looking for personal and professional growth, this relationship 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.

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. 
• Document printing and delivery coordination

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. 
• Juris Doctor (JD) degree from an accredited law school
• Admission to the Wisconsin State Bar and in good standing with the State Bar
• Reside in the state of Wisconsin
• Reciprocity with adjacent state is a plus