This role connects experienced estate planning attorneys with a steady stream of pre-qualified, intake-completed clients, allowing them to focus on high-value legal work without the need for marketing or extensive paperwork. The firm handles client acquisition, intake, and scheduling, and provides turnkey back-office support for document preparation, deed retrieval, and client coordination. Attorneys will meet with clients ready to move forward and can build their client base and referral network at no cost. The role offers flexibility to accommodate existing caseloads, with attorneys controlling their availability, volume, and growth.
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Job Type
Full-time
Career Level
Mid Level