Attorney Estate Planning - No Cost Client Introductions (Remote-Friendly)

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Full Remote
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Offer summary

Qualifications:

JD from an accredited law school, Active and good standing State Bar admission, 3+ years of experience in estate planning, business formation, or asset protection, Experience with special needs and Medicaid planning is preferred..

Key responsibilities:

  • Provide expert legal services in estate planning, business formation, and asset protection.
  • Deliver personalized guidance to protect clients' assets and secure their legacies.
  • Collaborate with the support team for streamlined client experiences.
  • Meet qualified clients both in person and remotely.

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United Placement Group Education SME https://www.unitedplacementservices.com/
11 - 50 Employees
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Job description

Expand Your Practice with Pre-Qualified Clients & Full Support

📍 IMPORTANT: Candidates must hold active licenses in states of application

Are you an experienced estate planning attorney seeking to grow your practice without the traditional overhead? Join our attorney network to receive a steady stream of pre-qualified clients while maintaining your independence and professional focus.

The Advantage

Transform your practice by eliminating common barriers to growth:

  • Pre-Qualified Clients – Connect with individuals actively seeking estate planning services
  • Complete Administrative Support – From document preparation to deed retrieval
  • Practice Flexibility – Integrate seamlessly with your existing operations
  • Growth Without Cost – Expand your client base without additional overhead
  • Efficiency Systems – Access our proven infrastructure and client service tools
Your Role

As a network attorney, you will:

  • Provide expert legal services in estate planning, business formation, and asset protection
  • Deliver personalized guidance that protects clients' assets and secures their legacies
  • Work collaboratively with our support team for streamlined client experiences
Qualifications
  • JD from an accredited law school
  • Active and good standing State Bar admission
  • 3+ years of experience in estate planning, business formation, or asset protection
  • Experience with special needs and Medicaid planning (preferred)
  • Established private practice or ability to incorporate this role
  • Multi-state reciprocity (advantageous)
  • Willingness to meet qualified clients in person and remotely
Benefits
  • Streamlined Client Acquisition – High-quality referrals without marketing investment
  • Comprehensive Support – From initial consultation through document completion
  • Professional Community – Join a network of estate planning specialists
  • Optimized Practice – Focus on valuable client interactions, not administrative tasks

Ready to enhance your practice while making a meaningful difference in clients' lives? Apply today to join our growing network of estate planning professionals.

📍 REMINDER: Active licensure required in states of application

Required profile

Experience

Industry :
Education
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Collaboration

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