About the job
Are you a seasoned estate planning attorney seeking to enhance your profits while preserving your time and peace of mind? In this position, you will be linked with a consistent flow of pre-qualified clients who have completed their intake forms, allowing you to concentrate on delivering exceptional legal services rather than pursuing leads or managing paperwork.
Reasons Attorneys Choose to Collaborate with Us
- Engaged Clients Ready to Proceed – You will only meet with clients who are fully prepared to engage; we take care of the intake, information gathering, and scheduling for you.
- No Marketing Expenses – We handle all client acquisition and scheduling, eliminating the need for advertising costs, lead lists, or time wasted on non-serious prospects.
- Comprehensive Support Services – Our dedicated team oversees document preparation, deed retrieval, follow-ups, scheduling, and client coordination, allowing you to remain focused on billable hours.
- Complimentary Client Database – Cultivate a growing client base and referral network at no cost, even for matters beyond our primary focus.
- Flexible Integration with Your Practice – You can incorporate part-time or full-time work into your existing caseload; you have control over your availability, workload, and growth.
Your Responsibilities
- Deliver services in estate planning, business formation, asset protection, and Medicaid/special needs planning.
- Review pre-gathered intake information and supporting documents to prepare effectively for each client meeting.
- Conduct comprehensive client consultations and provide tailored legal strategies.
- Work alongside a dedicated support team for a seamless experience from initial contact to final documentation.
Ideal Candidate Profile
- J.D. from an accredited law school and an active bar license in good standing within your state.
- At least 3 years of experience in estate planning or closely related fields.
- Demonstrated expertise in Medicaid asset protection and special needs planning.
- Ability to independently onboard and manage clients within a structured environment.
- Multi-state licensure or reciprocity is highly preferred.
What You Will Gain
- Cost-free client acquisition and scheduling—shift your focus from business development to valuable legal work.
- Extensive administrative and back-office support that significantly reduces non-billable hours.
- Increased earning potential by emphasizing complex, high-value services instead of low-value tasks.
- Autonomy and flexibility to craft your ideal schedule and workload.
- Access to a national network of experienced estate planning attorneys for referrals, collaboration, and ongoing growth.
If you’re ready to engage in more of the work that compensates you well—and less of everything else—apply now to become part of a national legal network designed to expand your practice and your profits.