Top 21 planner Jobs in sheffield il

Estate Planning Attorney (Illinois)
Duffley Law PLLC —Illinois
- Call employer
- Remote
- Background check
- Mid-level
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Materials Planner
Great Dane LLC —Kewanee, IL
- $52,946 - $79,419 a year
- Full-time
- Microsoft Word
- Dry van
- Mid-level
- Paid holidays
- Health insurance
3d
Financial Planner (CFP®)
ACT Advisors —United States
- $80,000 - $95,000 a year
- Full-time
- Remote
- Background check
- 5 years
- Mid-level
- Paid holidays
- Disability insurance
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Capacity Planner
BUNGE —United States
- 5 years
- Office
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Remote Sales Professional (Inbound Closer - Tax Planning Offer)
Centurion Tax Strategists —United States
- $90,000 - $200,000 a year
- Full-time
- Remote
- Mid-level
- Flexible schedule
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3d

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Estate Planning Attorney (Illinois)

Duffley Law PLLC
Illinois

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Job Details

Contract

Qualifications

Bar
Estate planning

Full Job Description

Duffley Law is looking for estate planning attorneys to join our Illinois estate planning practice. This is a remote, scalable opportunity for a detail-oriented attorney licensed in Illinois to create effective estate plans for a variety of clients.

Our Core Values

Everyone is a potential client
Work product is king
It’s better to be slow and accurate than fast and wrong
We’re the last line of defense

About the Role

You will be assigned estate planning matters by our team. These are primarily trust-based estate plans, with occasional will-based plans.

Here's what the process will look like:

Our team onboards a new client to complete a trust-based or will-based estate plan.
Our team introduces you to that client and provides you with key details about the client's proposed plan.
You conduct an introductory call with the client to confirm goals and gather any remaining details necessary for the plan.
You draft all necessary estate planning documents (typically including revocable living trust agreements, wills, POAs, HIPAA releases, advance directives, etc.).
You do a review call with the client to walk through the documents to ensure the client understands them, and to identify any necessary revisions or adjustments.
You make any necessary revisions and finalize the documents for signing.
You notify the team that the documents are ready to sign.
Our team coordinates the document signings from there (you do not need to attend signings).

In short, you are responsible for getting the plan documents ready up to the point of signing, and for advising the client along the way. Our team will handle the marketing, consultations, and sales. Your focus will be on ensuring every client receives a high-quality, accurate estate plan.

This is a 1099 contract position. You will receive 20% of the flat fee of each matter.

Typical attorney earnings: $500–$1,000 per matter
Steady flow of clients from our marketing and intake team
No sales or signing logistics - you focus on legal work
Opportunity to scale to multiple matters per week

The typical volume will be at least a few new plans each week, most of which will be trust-based estate plans, though you will also handle some will-based plans.

We’re looking for an attorney who is comfortable working independently, takes pride in their work, and wants to grow with us.

Qualifications

REQUIRED: Extreme attention to detail.
REQUIRED: Significant experience with completing estate plans (particularly trust-based plans) with minimal supervision
Comfortable working independently with growth opportunities ahead
Strong commitment to accuracy and client service
Familiarity with Clio, West Law form builder, and other legal software tools.
Juris Doctor (JD) degree from an accredited law school.
Licensed to practice law in Illinois
Based in Illinois

Compensation

20% of fees collected from completed estate planning matters
Additional 20% of revenue from any cases you originate
Bonuses for 5-star reviews from clients

Why Join Our Team:

We are excited to welcome someone who is eager to help us grow our estate planning practice in Illinois, especially as we expand our Chicagoland practice, and to make a meaningful impact on our clients' lives. This is a start up environment with lots of room for growth!

Job Type: Contract

Work Location: Remote

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planner jobs in sheffield il

Estate Planning Attorney (Illinois)

Materials Planner

Financial Planner (CFP®)

Capacity Planner

Remote Sales Professional (Inbound Closer - Tax Planning Offer)

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