Estate Planning Attorney - Turnkey Support, No Out‑of‑Pocket Costs, No Marketing

United Placement Group•Richmond, VA

13d•Remote

About The Position

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 administrative tasks. The firm handles client acquisition, intake, and scheduling, and provides turnkey back-office support for document preparation, deed retrieval, follow-ups, and client coordination. Attorneys will meet only with clients who are prepared and ready to move forward, enabling them to build their client base and referral network at no cost.

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 with 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.
Tax LLM or significant tax planning experience highly prized.

Responsibilities

Provide estate planning, business formation, asset protection, and Medicaid/special needs planning services.
Review pre-collected intake information and 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

No marketing, ever – We handle all client acquisition, intake, and scheduling so you never pay for ads, buy leads, or waste time on tire-kickers.
Turnkey back-office support – Our team manages document prep, deed retrieval, follow-ups, and client coordination so you can stay focused on billable work.
Ready-to-engage clients – You meet only with clients who are prepared and ready to move forward.
Build your book at no cost – Grow a client base and referral network, including matters beyond our primary focus, without additional overhead.
Flexible around your practice – Add part-time or full-time work around your existing caseload; you control your availability, volume, and growth.
No-cost client acquisition and scheduling—spend your time on paid legal work, not prospecting.
Comprehensive administrative and back-office support that dramatically cuts non-billable time.
Higher earning potential by focusing on complex, high-value legal work instead of low-value tasks.
Freedom and flexibility to design your ideal schedule and workload.
Access to a nationwide network of experienced estate planning attorneys for referrals, collaboration, and growth.