About The Position

Are you an experienced estate planning attorney looking to expand your practice without spending time or money on marketing, lead generation, or extra staff? This opportunity lets you plug into a proven system, work with pre-qualified clients, and increase your income—while maintaining full control of your practice and schedule. Most client meetings are conducted via Zoom with seniors and families who are already prepared and ready to move forward. Why Attorneys Love This Opportunity Clients Delivered, Intake Completed Meet only with clients who have already gone through detailed intake, information gathering, and appointment confirmation. You step in where your expertise matters most. No Marketing or Lead Costs We handle all client acquisition, advertising, and scheduling—no additional expenses to you. Robust Back-Office Support Our team supports document preparation, deed retrieval, delivery scheduling, and client coordination so you can focus on legal analysis and advice. Free, Growing Client Database Build a valuable client base and referral network at no cost, which you can leverage for other services you offer. Flexible, Part-Time or Full-Time Integrate this work seamlessly with your existing practice. You choose your availability and workload. Professional Network & Collaboration Join a nationwide community of estate planning attorneys for shared insight, best practices, and collegial support.

Requirements

  • Juris Doctor (J.D.) from an accredited law school
  • Active bar license, in good standing
  • At least 3+ years of experience in estate planning or closely related practice areas
  • Experience with Medicaid asset protection and special needs planning (strongly preferred or required, depending on your focus)
  • Ability to independently manage clients and maintain high professional standards

Nice To Haves

  • Multi-state licensure is a plus, but not required

Responsibilities

  • Provide expert legal counsel in: Estate planning (wills, trusts, powers of attorney, healthcare directives)
  • Asset protection and business formation
  • Medicaid and/or special needs planning (where applicable)
  • Review client information and intake data already gathered by our team.
  • Conduct thorough consultations—primarily via Zoom—with seniors and their families.
  • Coordinate with our in-house support staff to ensure a smooth, turnkey client experience from consultation to document execution.

Benefits

  • No-Cost Client Acquisition – We bring qualified, motivated clients to you.
  • Hands-Free Administration – Paralegal and back-office support for non-billable tasks.
  • Increase Earnings, Reduce Stress – Focus on billable, high-value legal work.
  • Freedom & Flexibility – Set your own hours around your existing practice.
  • Long-Term Growth – Build your client base, referrals, and reputation without extra overhead.

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

Ph.D. or professional degree

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