Estate Planning Attorney - Ready to Engage Clients, We Handle All The Admin

United Placement Group•Portland, ME

25d•Remote

About The Position

This role connects experienced estate planning attorneys with a steady stream of pre-qualified, intake-completed clients. The focus is on allowing attorneys to concentrate on high-value legal work, rather than lead generation or administrative tasks. The firm handles client acquisition, scheduling, document preparation, and other back-office functions, providing a turnkey experience. Attorneys can integrate this work flexibly into their existing practice, choosing part-time or full-time engagement.

Requirements

J.D. from an accredited law school and active bar license in good standing in your state.
Minimum 3 years’ experience in estate planning or closely related practice areas.
Proven experience in Medicaid asset protection and special needs planning.
Able to independently onboard and manage clients within a structured, systematized environment.

Nice To Haves

Multi-state licensure or reciprocity strongly preferred.

Responsibilities

Provide estate planning, business formation, asset protection, and Medicaid/special needs planning services.
Review pre-collected intake information and supporting documents to prepare efficiently for each consultation.
Conduct thorough client meetings and deliver practical, personalized legal strategies.
Partner with a dedicated support team for a streamlined, turnkey experience from first contact to final documents.

Benefits

Pre-qualified, ready-to-engage clients
No marketing costs
Full back-office support
No-cost client database
Flexible integration with your practice
No-cost client acquisition and scheduling
Comprehensive administrative and back-office support
Higher earning potential
Freedom and flexibility to design your ideal schedule and workload
Access to a nationwide network of experienced estate planning attorneys for referrals, collaboration, and continued growth.