About the job
Are you a seasoned estate planning attorney seeking to attract more of the right clients without the burdens of marketing, prospecting, or managing endless administrative tasks? This unique opportunity provides you with a consistent stream of pre-qualified clients who have completed their intake process, allowing you to concentrate on practicing law and achieving impactful outcomes for families.
Why Attorneys Choose to Partner With Us
- Pre-Qualified Clients: Engage only with clients ready to proceed; we manage all intake, information gathering, and scheduling.
- No Marketing Expenses: Enjoy fully covered client acquisition and scheduling—eliminating ad spend, lead lists, and time wasted on unqualified prospects.
- Comprehensive Back-Office Support: Our administrative team handles all post-intake tasks, including document preparation, deed retrieval, scheduling, and client coordination.
- No-Cost Client Database: Expand your client base and referral network without any expenses, even for matters outside our key practice areas.
- Flexible Integration: Seamlessly incorporate part-time or full-time work around your current practice; you dictate your availability and caseload.
Your Responsibilities
- Deliver estate planning, business formation, asset protection, and Medicaid/special needs planning services.
- Review pre-collected intake information along with relevant documents to ensure preparedness for each consultation.
- Conduct in-depth client meetings, offering tailored legal advice and practical solutions.

