Estate Planning Attorney - Pre-Qualified Clients Delivered, No Marketing

United Placement Group
  • Waukesha, WI
  • Remote
  • $20,000–$70,000 Per Year
  • Instant Apply
6 days ago

Job Description

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.

Numbers & Facts

LocationWaukesha, WI (
Remote
)
Salary$20,000–$70,000 Per Year

Skills

  • Administrative Skillsunmatched
  • Attorneyunmatched
  • Customer Acquisitionunmatched
  • Documentation Reviewunmatched
  • Estate Planningunmatched
  • Legalunmatched
  • Loss Preventionunmatched
  • Marketingunmatched
  • Medicaidunmatched
  • Paralegalunmatched
  • Printingunmatched
  • Sales Managementunmatched
  • Seminarsunmatched
  • Special Needsunmatched
  • Time Managementunmatched

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