Referral Attorney
Ideal Candidate: A licensed attorney in good standing, engaging in general practice or a separate practice area on a solo basis or within a firm that does not handle Estate Planning/ Probate matters
Expectations:
Job Description: A referring attorney is one who is not expressly affiliated with the firm, but rather chooses to establish an exclusive referral relationship with the firm for practice areas handled by the firm. In this sense a referring attorney becomes more of a strategic referral partner than anything else. As a referring attorney, the attorney is paid on a case by case basis, has no access to membership benefits provided by the firm and consents to standardized co-counsel arrangements within the firm for all work performed by the firm. As a referring attorney, any clients handled by the firm are clients of the firm member co-counseling with the referring attorney and the referring attorney cannot receive referrals from internal client generation efforts. Recruiting of a referring attorney may be done by any managing attorney.
Expectations:
- To have a basic general understanding of estate planning solutions so as to identify client need and refer them to specialists within the firm
- To recognize the limits of their own expertise within matters handled by the firm and refer any and all matters outside of their own skill level to a knowledgeable attorney practicing within the firm who can properly service the client’s need
Job Description: A referring attorney is one who is not expressly affiliated with the firm, but rather chooses to establish an exclusive referral relationship with the firm for practice areas handled by the firm. In this sense a referring attorney becomes more of a strategic referral partner than anything else. As a referring attorney, the attorney is paid on a case by case basis, has no access to membership benefits provided by the firm and consents to standardized co-counsel arrangements within the firm for all work performed by the firm. As a referring attorney, any clients handled by the firm are clients of the firm member co-counseling with the referring attorney and the referring attorney cannot receive referrals from internal client generation efforts. Recruiting of a referring attorney may be done by any managing attorney.
