Estate Planning Attorney-Pre-Qualified Clients-Grow your Practice
Job Description
Job DescriptionEstate Planning Attorney – Grow Your Practice with Pre-Qualified Clients & Full Back-Office Support
???? Important: Applicants must be actively licensed and in good standing in the state(s) where they are applying to along w expertise in Estate/Trust Planning to be considered ****
Are you an experienced estate planning attorney looking to expand your practice without the hassle of marketing, lead chasing, or administrative burdens? Our national network offers a unique opportunity to access a steady stream of pre-qualified, intake-completed clients—all while receiving comprehensive back-office support so you can focus on what you do best: practicing law.
This is a part-time or full time flexible role ideal for attorneys who want to grow their caseload, increase efficiency, and maintain independence—without sacrificing work-life balance or dealing with costly overhead.
Why Attorneys Choose Us
- Clients Delivered to You, Intake Completed: We handle all front-end processes, including detailed client intake, information gathering, and appointment confirmation, so you consult only with clients fully prepared and ready to proceed.
- No Marketing or Lead Generation Costs: We cover all expenses related to client acquisition and scheduling.
- Comprehensive Back-Office Support: From document preparation and deed retrieval to delivery scheduling and client coordination, our team supports every step after the intake stage.
- Free Client database that only builds up and that you can for other needs that we don't do!
- Flexible, Part-Time Workload: Set your availability and integrate seamlessly with your existing practice. Work as much or as little as you want.
- Practice-Ready Systems: Utilize our proven infrastructure to streamline delivery and reduce administrative time, maximizing your billable hours.
- Collaborate Within a Nationwide Legal Network: Benefit from professional camaraderie and knowledge-sharing with other estate planning attorneys.
Your Role
- Deliver expert legal services in estate planning, business formation, asset protection, and Medicaid or special needs planning (where applicable).
- Review client intake data and documents that have already been gathered and verified by our team.
- Conduct thorough consultations and provide accurate, personalized legal advice.
- Partner with our in-house support staff to ensure a smooth, turnkey client experience.
Who We're Looking For
- Juris Doctor (J.D.) degree from an accredited law school
- Active bar license(s) in good standing for at least one U.S. state where you wish to practice
- Minimum 3 years’ experience practicing estate planning or related legal fields
- Medicaid asset protection and special needs planning experience is required
- Ability to independently onboard and manage clients
- Multi-state licensure or reciprocity is strongly preferred
Benefits
- No-cost Client Acquisition – Stop spending time and money on marketing and chasing prospects.
- Hands-free Administrative Support – Paralegal and back-office staff handle all non-billable tasks.
- Earn More, Stress Less – Focus on high-value legal work with fewer distractions.
- Freedom & Flexibility – Choose when and how much you work.
- Access to a Community of Experts – Grow professionally alongside a vetted network of peers.
- Grow your data base and referrals without cost.
???? Please note: Only applications from attorneys holding active, verified licenses in the state(s) where they intend to work will be considered.
Embark on a rewarding opportunity to grow your practice on your terms—with clients ready to engage and an expert team supporting you every step of the way.