Remote Estate Planning Counsel - Turnkey Support, Flexible Caseload
About the position
Are you an experienced estate planning attorney who wants more of the right cases—without the grind of marketing, prospecting, or managing endless administrative tasks? This opportunity connects you with a steady flow of pre-qualified, intake-completed clients so you can focus on practicing law and delivering meaningful outcomes for families.
Why attorneys partner with us
Pre-qualified, intake-completed clients: You meet only with clients who are prepared and ready to move forward; we handle intake, information gathering, and appointment setting.
No marketing costs: Client acquisition and scheduling are fully covered—no ad spend, lead lists, or wasted time on unqualified prospects.
Full back-office support: Post-intake tasks such as document preparation, deed retrieval, scheduling, and client coordination are handled by our administrative team.
No-cost client database: Build a growing client base and referral network at no expense, including matters beyond our focused practice areas.
Flexible integration: Add part-time or full-time work around your current practice; you control your availability and caseload.
Your role
Provide estate planning, business formation, asset protection, and Medicaid/special needs planning services.
Review pre-collected intake information and supporting documents to prepare for each consultation.
Conduct thorough client meetings and deliver personalized, practical legal advice and solutions.
Collaborate with a dedicated support team for a streamlined, turnkey experience.
Responsibilities
• Provide estate planning, business formation, asset protection, and Medicaid/special needs planning services.
• Review pre-collected intake information and supporting documents to prepare for each consultation.
• Conduct thorough client meetings and deliver personalized, practical legal advice and solutions.
• Collaborate with a dedicated support team for a streamlined, turnkey experience.
Requirements
• J.D. from an accredited law school and active bar license in good standing in your state.
• At least 3 years of experience in estate planning or closely related practice areas.
• Demonstrated experience in Medicaid asset protection and special needs planning.
• Able to independently onboard and manage clients within a structured system.
Nice-to-haves
• Multi-state licensure or reciprocity strongly preferred.
Benefits
• No-cost client acquisition and scheduling—stop chasing business and focus on legal work.
• Comprehensive administrative and back-office support that reduces non-billable time.
• Higher earning potential by spending more time on high-value legal services.
• Freedom and flexibility to set your own hours and workload.
• Access to a nationwide network of experienced estate planning attorneys for referrals, collaboration, and professional growth.
Apply Now
Apply Now
Are you an experienced estate planning attorney who wants more of the right cases—without the grind of marketing, prospecting, or managing endless administrative tasks? This opportunity connects you with a steady flow of pre-qualified, intake-completed clients so you can focus on practicing law and delivering meaningful outcomes for families.
Why attorneys partner with us
Pre-qualified, intake-completed clients: You meet only with clients who are prepared and ready to move forward; we handle intake, information gathering, and appointment setting.
No marketing costs: Client acquisition and scheduling are fully covered—no ad spend, lead lists, or wasted time on unqualified prospects.
Full back-office support: Post-intake tasks such as document preparation, deed retrieval, scheduling, and client coordination are handled by our administrative team.
No-cost client database: Build a growing client base and referral network at no expense, including matters beyond our focused practice areas.
Flexible integration: Add part-time or full-time work around your current practice; you control your availability and caseload.
Your role
Provide estate planning, business formation, asset protection, and Medicaid/special needs planning services.
Review pre-collected intake information and supporting documents to prepare for each consultation.
Conduct thorough client meetings and deliver personalized, practical legal advice and solutions.
Collaborate with a dedicated support team for a streamlined, turnkey experience.
Responsibilities
• Provide estate planning, business formation, asset protection, and Medicaid/special needs planning services.
• Review pre-collected intake information and supporting documents to prepare for each consultation.
• Conduct thorough client meetings and deliver personalized, practical legal advice and solutions.
• Collaborate with a dedicated support team for a streamlined, turnkey experience.
Requirements
• J.D. from an accredited law school and active bar license in good standing in your state.
• At least 3 years of experience in estate planning or closely related practice areas.
• Demonstrated experience in Medicaid asset protection and special needs planning.
• Able to independently onboard and manage clients within a structured system.
Nice-to-haves
• Multi-state licensure or reciprocity strongly preferred.
Benefits
• No-cost client acquisition and scheduling—stop chasing business and focus on legal work.
• Comprehensive administrative and back-office support that reduces non-billable time.
• Higher earning potential by spending more time on high-value legal services.
• Freedom and flexibility to set your own hours and workload.
• Access to a nationwide network of experienced estate planning attorneys for referrals, collaboration, and professional growth.
Apply Now
Apply Now