Estate Planning Attorney - Ready to Engage Clients, We Handle All The Admin
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 administrative tasks. The firm handles client acquisition, scheduling, and full back-office support, including document preparation and client coordination. Attorneys can integrate this work flexibly with their existing practice, choosing their availability and workload. The role involves providing estate planning, business formation, asset protection, and Medicaid/special needs planning services, reviewing pre-collected intake information, and conducting client meetings to deliver personalized legal strategies.
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
- 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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What This Job Offers
Career Level
Senior
