Solo or Small Practice Estate Planning Attorney
About The Position
Solo Estate Planning Attorney? Grow Your Practice Without Chasing Clients Are you a solo or small-firm estate planning attorney who’s tired of wearing every hat—marketer, intake coordinator, office manager, and lawyer? If you’d rather spend your time advising clients instead of worrying about where the next one will come from, this could be a great fit. We’re looking for experienced estate planning attorneys to join our Network Attorney program, where we handle client acquisition and back-office support so you can focus on delivering high-quality legal work. Why Attorneys Love This Model Consistent new clients each week introduced to your practice No-cost client acquisition – we handle the marketing and outreach Full back-office support (intake, scheduling, document support) from marketing through delivery Control over your schedule – plug this into your practice at the level you choose 100% virtual/telephonic consultations possible for maximum flexibility Direct weekly payments – no invoicing or collections hassle What You’ll Do Provide estate planning consultations to pre-qualified clients Draft and review estate planning documents consistent with our program standards Conduct virtual or in-office signings as appropriate in your jurisdiction Maintain professional communication and timely turnaround on client matters What We’re Looking For Licensed attorney in good standing, focused on estate planning Solo or small firm practitioner looking to grow or stabilize their client flow Experience with wills, trusts, POAs, and related planning documents Strong client communication skills and commitment to quality work Ability to integrate our systems and processes into your existing workflow This May Not Be a Fit If You are not currently practicing estate planning You are unable to take on additional client matters You prefer to manage your own marketing and intake exclusively Ready to Explore the Opportunity? If partnering for steady, qualified estate planning clients and full support from marketing to delivery aligns with your goals, we’d like to hear from you.
Requirements
- Licensed attorney in good standing, focused on estate planning
- Solo or small firm practitioner looking to grow or stabilize their client flow
- Experience with wills, trusts, POAs, and related planning documents
- Strong client communication skills and commitment to quality work
- Ability to integrate our systems and processes into your existing workflow
Responsibilities
- Provide estate planning consultations to pre-qualified clients
- Draft and review estate planning documents consistent with our program standards
- Conduct virtual or in-office signings as appropriate in your jurisdiction
- Maintain professional communication and timely turnaround on client matters
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What This Job Offers
Career Level
Mid Level
Education Level
No Education Listed
