[Remote] Estate Planning Network Attorney - Help Families Protect What Matters Most
Note: The job is a remote job and is open to candidates in USA. Alliance America is a trusted provider of comprehensive estate planning services, and they are seeking experienced estate planning attorneys to join their established network. The role involves providing expert legal advice, drafting legal documents, and preparing probate-avoidance estate plans for clients, all while enjoying the flexibility of a virtual work environment.
Responsibilities
• Provide expert legal advice on estate planning and business formation
• Draft and review wills, trusts, powers of attorney, health care directives, and business entity documents
• Consult with clients virtually to understand their goals and recommend tailored solutions
• Prepare comprehensive, probate-avoidance estate plans that protect families and assets
• Collaborate with our team and fellow network attorneys to ensure seamless client experiences
• Stay current on legal developments, regulatory changes, and best practices in estate planning
Skills
• Active state bar membership in good standing (no disciplinary record)
• Minimum 3 years of estate plan drafting experience
• Current private practice
• Residency in your state of practice
• Proficiency with technology (Microsoft Office, CRMs, virtual communication platforms)
• Comfortable conducting virtual/telephonic consultations
• Professional liability insurance
• Prior experience in business formation, special needs planning, elder law, taxation, or asset protection
• Admission to multiple state bars
• Bilingual skills
Benefits
• 100% Virtual, Flexible Schedule
• Comprehensive Back-Office Support
• Direct Weekly Payment, No Invoicing
• Collaborative Community
• Qualified client referrals with no marketing cost or time investment
• Full back-office support (intake, scheduling, deed retrieval, document execution coordination)
• Secure online attorney portal for case management
• Access to network-only document and reference libraries
• Weekly attorney conference calls and monthly educational presentations
• Flat-fee compensation paid directly each week
• Complete control over your schedule and workload
• Opportunity to build lasting client relationships beyond network services
Company Overview
• Alliance America is a financial service company that offers insurance, funeral trust, retirement plan, and annuities services. It was founded in 2002, and is headquartered in Florida, New York, USA, with a workforce of 51-200 employees. Its website is https://allianceam.com/.
Apply Now
Apply Now
Responsibilities
• Provide expert legal advice on estate planning and business formation
• Draft and review wills, trusts, powers of attorney, health care directives, and business entity documents
• Consult with clients virtually to understand their goals and recommend tailored solutions
• Prepare comprehensive, probate-avoidance estate plans that protect families and assets
• Collaborate with our team and fellow network attorneys to ensure seamless client experiences
• Stay current on legal developments, regulatory changes, and best practices in estate planning
Skills
• Active state bar membership in good standing (no disciplinary record)
• Minimum 3 years of estate plan drafting experience
• Current private practice
• Residency in your state of practice
• Proficiency with technology (Microsoft Office, CRMs, virtual communication platforms)
• Comfortable conducting virtual/telephonic consultations
• Professional liability insurance
• Prior experience in business formation, special needs planning, elder law, taxation, or asset protection
• Admission to multiple state bars
• Bilingual skills
Benefits
• 100% Virtual, Flexible Schedule
• Comprehensive Back-Office Support
• Direct Weekly Payment, No Invoicing
• Collaborative Community
• Qualified client referrals with no marketing cost or time investment
• Full back-office support (intake, scheduling, deed retrieval, document execution coordination)
• Secure online attorney portal for case management
• Access to network-only document and reference libraries
• Weekly attorney conference calls and monthly educational presentations
• Flat-fee compensation paid directly each week
• Complete control over your schedule and workload
• Opportunity to build lasting client relationships beyond network services
Company Overview
• Alliance America is a financial service company that offers insurance, funeral trust, retirement plan, and annuities services. It was founded in 2002, and is headquartered in Florida, New York, USA, with a workforce of 51-200 employees. Its website is https://allianceam.com/.
Apply Now
Apply Now