Build your estate planning practice without spending time or money on marketing. Legacy Assurance Plan connects licensed attorneys with intake-complete, pre-qualified clients who need wills, trusts, and powers of attorney. We handle everything from marketing to plan delivery, including trust funding, so you can focus on the legal work.
What We Handle for You
Marketing and lead generation, with no cost to you
Client intake and pre-qualification
Consultation scheduling
Document printing, deed retrieval, and delivery scheduling
Plan delivery by trained notaries
Trust funding guidance and beneficiary review
Client follow-ups and ongoing service
Compensation
Per-plan fees determined by complexity, starting at $400 per plan
Paid weekly, so there’s no waiting on client billing or collections
No lead costs, marketing fees, or buy-in. Your only out-of-pocket expense is your existing malpractice coverage
At 1–3 plans per week, base-rate earnings range from about $400 to $1,200 per week, with more complex plans paying more. The number of plans you receive is not guaranteed
Caseload and Flexibility
Many of our network attorneys receive 3-5 plans per week
You set your availability and can adjust it anytime based on your own caseload
Consultations are conducted virtually, on your schedule
The number of plans varies by market and is not guaranteed
How It Works
You control the attorney-client relationship and exercise your full independent professional judgment
Our model is structured to comply with bar rules on third-party engagements and fee splitting prohibitions
You maintain your own malpractice coverage; we cover all other costs
What You’ll Gain
Steady volume across wills, trusts, and powers of attorney
Experience in business planning, Medicaid asset protection and special needs planning, with support if these are new to you
A peer network of estate planning attorneys for collaboration and questions
Requirements
J.D. from an accredited law school
Active bar license in good standing
Comfortable advising clients virtually
Existing malpractice insurance
Multi-state licensure a plus, not required
Whether you’re a newer attorney looking to build experience or an established solo who wants added volume without added overhead, we’d like to talk. Apply with your current resume, and we’ll follow up within 48 hours.
Numbers & Facts
Location
Houston, TX (Remote)
Salary
$15,000–$60,000 Per Year
Skills
Attorneyunmatched
Business Planunmatched
Credit and Collectionsunmatched
Customer Relationsunmatched
Estate Planningunmatched
Fundingunmatched
Insuranceunmatched
Lead Generationunmatched
Legalunmatched
Loss Preventionunmatched
Marketingunmatched
Marketing Planunmatched
Medicaidunmatched
Printingunmatched
Special Needsunmatched
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