Estate Planning Attorney - Turnkey Support, No Out-of-Pocket Costs, No M

Are you an experienced estate planning attorney who wants to do more high-value legal work 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.

What you’ll do

• Provide estate planning, business formation, asset protection, and Medicaid/special needs planning services.
• Review pre‑collected intake information and documents to prepare efficiently for each consultation.
• Conduct thorough client meetings and deliver practical, personalized legal strategies.
• Partner with a dedicated support team for a streamlined, turnkey experience from first contact to final documents.

Requirements

Ideal attorney

• Active bar license in good standing in your state.
• Minimum 3+ years’ experience in estate planning.
• Proven experience with Medicaid asset protection; experience with special needs planning is a plus.
• Experience with business formation and broader asset protection matters.
• Able to independently manage legal matters within a structured, systematized environment.
• Proven experience in client-facing advisory work and comfort with virtual consultations.
• Multi‑state licensure strongly preferred.
• Significant tax planning experience highly prized.
• Bilingual ability is helpful.

Benefits

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.

Why attorneys partner with us

• 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.
• Turnkey back-office support – Our team manages document prep, deed retrieval, follow-ups, and client coordination so you can stay focused on billable work.
• Ready-to-engage clients – You meet only with clients who are prepared and ready to move forward.
• Build your book at no cost – Grow a client base and referral network, including matters beyond our primary focus, without additional overhead.
• Flexible around your practice – Add part-time or full-time work around your existing caseload; you control your availability, volume, and growth.

What you gain

• No-cost client acquisition and scheduling—spend your time on paid legal work, not prospecting.
• Comprehensive administrative and back-office support that dramatically cuts non-billable time.
• Higher earning potential by focusing on complex, high-value legal work instead of low-value tasks.
• Freedom and flexibility to design your ideal schedule and workload.
• Access to a nationwide network of experienced estate planning attorneys for referrals, collaboration, and growth.