Solo or Small Practice Estate Planning Attorney

United Placement GroupMadison, WI
22hRemote

About The Position

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

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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