Estate Planning Attorney, Ready to Engage Qualified Clients, No Cost to you.

United Placement GroupVirginia Beach, VA
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 without the burden of lead generation or extensive paperwork. The service covers client acquisition, scheduling, and provides full back-office support, including document preparation and client coordination. Attorneys can integrate this work flexibly with their existing practice, controlling their availability and workload.

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

  • No-cost client acquisition and scheduling
  • Comprehensive administrative and back-office support
  • Higher earning potential by focusing on complex, high-value services
  • 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.
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