Role Description
Are you an experienced estate planning attorney who wants to grow your income without sacrificing your time or sanity? This role connects you with a steady stream of pre‑qualified, intake‑completed clients so you can focus on high‑value legal work—not chasing leads or pushing paperwork.
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No marketing, ever – We handle all client acquisition, intake, and scheduling so you never pay for ads, buy leads, or waste time on tire‑kickers.
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Turnkey back‑office support – Our team manages document prep, deed retrieval, follow‑ups, and client coordination so you can stay focused on billable work.
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Ready‑to‑engage clients – You meet only with clients who are prepared and ready to move forward.
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Build your book at no cost – Grow a client base and referral network, including matters beyond our primary focus, without additional overhead.
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Flexible around your practice – Add part‑time or full‑time work around your existing caseload; you control your availability, volume, and growth.
What you’ll do:
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Provide estate planning, business formation, asset protection, and Medicaid/special needs planning services.
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Review pre‑collected intake information and documents to prepare efficiently for each consultation.
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Conduct thorough client meetings and deliver practical, personalized legal strategies.
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Partner with a dedicated support team for a streamlined, turnkey experience from first contact to final documents.
Qualifications
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J.D. from an accredited law school and active bar license in good standing in your state.
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Minimum 3+ years’ experience in estate planning or closely related practice areas.
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Proven experience with Medicaid asset protection and special needs planning.
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Able to independently onboard and manage clients within a structured, systematized environment.
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Multi‑state licensure or reciprocity strongly preferred.
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Tax LLM or significant tax planning experience highly prized.
Benefits
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No‑cost client acquisition and scheduling—spend your time on paid legal work, not prospecting.
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Comprehensive administrative and back‑office support that dramatically cuts non‑billable time.
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Higher earning potential by focusing on complex, high‑value legal work instead of low‑value tasks.
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Freedom and flexibility to design your ideal schedule and workload.
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Access to a nationwide network of experienced estate planning attorneys for referrals, collaboration, and growth.