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Skills
Attorneyunmatched
Business Planunmatched
Business Servicesunmatched
Customer Acquisitionunmatched
Estate Planningunmatched
Family Planningunmatched
Legalunmatched
Loss Preventionunmatched
Marketingunmatched
Medicaidunmatched
Small Businessunmatched
Special Needsunmatched
Tax Planningunmatched
Work From Homeunmatched
Description
Most estate planning attorneys lose 40–60% of their time to non-billable work—marketing, intake, scheduling, and paperwork.
In this role, you meet only with prepared, pre-qualified clients, while our team handles everything before and after the consultation so you can focus on high-value legal work.
What you’ll do
Provide estate planning, asset protection, Medicaid/special needs planning, and business formation services.
Review pre-collected intake documents and conduct thorough client meetings.
Deliver practical, personalized legal strategies supported by a dedicated back-office team.
Requirements
Ideal attorney
Active Virginia bar license in good standing.
Juris Doctor (J.D.) degree.
3+ years of estate planning experience, including Medicaid asset protection.
Comfortable managing legal matters independently and conducting virtual client consultations.
Multi-state bar licensure preferred.
Tax planning, business formation, and special needs planning experience are a plus.
Experience handling sensitive family or Medicaid planning conversations with clients is a plus.
Experience advising small-business owners on formation matters is a plus.
An LL.M. in estate planning or tax is a plus.
Benefits
Why attorneys partner with us
No marketing—ever; we handle all client acquisition, intake, and scheduling.
Turnkey back office that dramatically cuts non-billable time.
Ready-to-engage clients who have completed intake and are prepared to move forward.
Flexible, remote work that fits around your existing practice and caseload.