Estate Planning Attorney - Pre-Qualified Clients Delivered, No Marketing
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What you'll do
- Bring expertise and close the matter for intake-complete clients
- Independently onboard, advise, and manage clients
What they're looking for
- 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
- Ability to independently onboard, advise, and manage clients
Nice to have
- Multi-state licensure or reciprocity strongly preferred
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Part-time. Experienced estate planning attorneys only - 3+ years required.
Great at the legal work but tired of marketing your own practice? Legacy Assurance Plan delivers the clients - all intake-complete and ready to move forward. You bring the expertise and close the matter.
What we provide:
· 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
· Access to a nationwide peer network of estate planning attorneys for collaboration and referrals
· Only a limited number of attorneys accepted per state
Requirements:
· 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
· Ability to independently onboard, advise, and manage clients
· Multi-state licensure or reciprocity strongly preferred
Pay and schedule:
· Strong income potential while reducing time spent on non-legal, non-billable tasks
· No-cost client acquisition and appointment setting
· Part-time - design your own schedule
· Hands-free administrative and paralegal support
Apply to Legacy Assurance Plan today - limited openings per state.
Company
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