Estate Planning Attorney Remote Consults No Marketing
United Placement Group•Green Bay, WI
•Remote
About The Position
This role is for an experienced Estate Planning Attorney to provide estate planning advice to pre-engaged clients in the 55+ market. The position is with a long-established estate planning services company that provides a steady flow of no-cost client introductions, eliminating the need for prospecting, marketing, or managing practice overhead. The company's administrative and back-office support handles most client education and intake, allowing the attorney to focus on higher-value counsel and document work.
Requirements
- Licensed attorney in good standing in [state or states served]
- 3+ years of experience in estate planning (drafting and counseling)
- Strong communication skills and comfort working with the 55+ demographic
- Ability to explain complex concepts in clear, client-friendly terms
- Professionalism, reliability, and respect for client time and confidentiality
Responsibilities
- Conduct estate planning consultations with clients referred through our program
- Review family, asset, and planning goals and recommend appropriate solutions
- Draft or review core estate planning documents (wills, trusts, POAs, directives)
- Coordinate with our internal team to finalize documents and implementation
- Provide clear, practical guidance in plain language
Benefits
- Warm, pre-qualified client meetings (no marketing or lead generation required)
- No need to manage staff, overhead, or practice administration
- Office team performs most education and intake; you focus on legal advice
- Professional support for deed retrieval, document execution, and follow-up
- Flexible scheduling options
- Competitive, contracted compensation per case/engagement
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What This Job Offers
Career Level
Senior
Education Level
Ph.D. or professional degree
