Estate Planning Attorney - Intake-Complete Clients, Zero Overhead
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What you'll do
- Independently onboard, advise, and manage clients
- Close the matter leveraging provided intake-complete clients and back-office support
What they're looking for
- A J.D. from an accredited law school and an active bar license in good standing
- 3+ years of experience in estate planning or a closely related practice area
- Demonstrated experience in Medicaid asset protection and special needs planning
- The ability to independently onboard, advise, and manage clients
Nice to have
- Multi-state licensure or reciprocity
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Stop Chasing Leads. Start Practicing Law. Legacy Assurance Plan Delivers Pre-Qualified Estate Planning Clients
If you're a licensed estate planning attorney who's great at the legal work but tired of marketing your own practice, Legacy Assurance Plan is built for you. We deliver the clients — all intake-complete and ready to move forward. You bring the expertise and close the matter.
The Opportunity:
· All client acquisition and appointment scheduling handled for you — no marketing spend, no lead-buying, no seminar costs
· A steady flow of intake-complete clients, not cold leads or unscreened prospects
· Dedicated back-office staff supporting document review, printing, binding, deed retrieval, scheduling, and delivery
· Only a limited number of attorneys accepted per state
· Access to a nationwide peer network of estate planning attorneys for collaboration and referrals
You'll Thrive Here If You Have:
· A J.D. from an accredited law school and an active bar license in good standing
· 3+ years of experience in estate planning or a closely related practice area
· Demonstrated experience in Medicaid asset protection and special needs planning
· The ability to independently onboard, advise, and manage clients
· Multi-state licensure or reciprocity (strongly preferred)
What's In It For You:
· Strong income potential while reducing time spent on non-legal, non-billable tasks
· No-cost client acquisition and appointment setting
· Freedom to design your schedule on a part-time basis
· Hands-free administrative and paralegal support
This is a rare setup where infrastructure, client flow, and back-office support are already built — you just need to show up and practice law. Apply to Legacy Assurance Plan today before your state's openings are filled.
Company
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