Administrative Skills, Attorney, Business Plan, Customer Acquisition, Document Management, Estate Planning, Legal, Loss Prevention, Marketing, Medicaid, Sales Prospecting, Special Needs
Legacy Assurance Plan connects experienced estate planning attorneys with pre-qualified clients who have already completed intake — no marketing spend, no cold prospecting, and full administrative support so you can focus on billable legal work.
Why attorneys work with us
- Clients delivered with intake complete — meet only with prospects who are ready to move forward
- No marketing costs — all client acquisition and appointment scheduling handled for you
- Full back-office support — dedicated staff manage document prep, deed retrieval, scheduling, and follow-ups
- Build your client list and referral base with no added fees
- Flexible — layer this into your existing practice part-time or full-time, on your own schedule
- Access to a nationwide network of estate planning attorneys for referrals and collaboration
What you'll do
- Deliver estate planning, business formation, asset protection, and Medicaid/special needs planning services
- Review client intake data and documents prepared by our team, then provide tailored legal advice
- Conduct client consultations (primarily via Zoom) and oversee each matter through completion with staff support
Requirements
- J.D. from an accredited law school
- Active bar license in good standing in [state]
- Must currently reside in [state] and hold an active license to practice there
- Minimum 3 years of experience in estate planning or a closely related practice area
- Demonstrated experience in Medicaid asset protection and special needs planning
- Multi-state licensure or reciprocity strongly preferred
Apply with your current resume and a brief note on your bar licensure(s) and primary practice focus.