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

United Placement Group•Lawrence, KS

6d•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 burden of lead generation or extensive paperwork. The position offers turnkey support, meaning no out-of-pocket costs for the attorney. Attorneys will provide estate planning, business formation, asset protection, and Medicaid/special needs planning services. They will review pre-collected intake information and documents to prepare for client meetings, conduct thorough client consultations, and deliver personalized legal strategies. A dedicated support team handles document preparation, deed retrieval, follow-ups, and client coordination, streamlining the process from initial contact to final document delivery. This role offers flexibility, allowing attorneys to add part-time or full-time work around their existing caseload, controlling their availability, volume, and growth. Attorneys gain no-cost client acquisition and scheduling, comprehensive administrative support, higher earning potential by focusing on complex legal work, and the freedom to design their schedule. They also gain access to a nationwide network of experienced estate planning attorneys for referrals and collaboration.

Requirements

Active bar license in good standing in your state.
Minimum 3+ years’ experience in estate planning.
Proven experience with Medicaid asset protection.
Experience with business formation and broader asset protection matters.
Able to independently manage legal matters within a structured, systematized environment.
Proven experience in client-facing advisory work and comfort with virtual consultations.

Nice To Haves

Experience with special needs planning is a plus.
Multi-state licensure strongly preferred.
Significant tax planning experience highly prized.
Bilingual ability is helpful.

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.