Estate Planning Attorney, Ready to Engage Qualified Clients, No Cost to you.

United Placement Group • Tidewater, VA

7d

About The Position

This role connects experienced estate planning attorneys with a steady stream of pre-qualified, intake-completed clients. Attorneys can focus on high-value legal work without the need to chase leads or push paperwork. The position offers full back-office support, including document preparation, deed retrieval, follow-ups, scheduling, and client coordination. Attorneys also gain access to a no-cost client database and can integrate this work flexibly with their existing practice, choosing their own availability, volume, and growth.

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 marketing costs, ever
• Full back-office support
• No-cost client database
• Flexible integration with your practice
• 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.

What This Job Offers

• Job Type: Part-time
• Career Level: Senior