Are you an experienced estate planning attorney who wants more of the right cases—without the grind of marketing, prospecting, or managing endless administrative tasks? This opportunity connects you with a steady flow of pre-qualified, intake-completed clients so you can focus on practicing law and delivering meaningful outcomes for families.
Why attorneys partner with us
- Pre-qualified, intake-completed clients: You meet only with clients who are prepared and ready to move forward; we handle intake, information gathering, and appointment setting.
- No marketing costs: Client acquisition and scheduling are fully covered—no ad spend, lead lists, or wasted time on unqualified prospects.
- Full back-office support: Post-intake tasks such as document preparation, deed retrieval, scheduling, and client coordination are handled by our administrative team.
- No-cost client database: Build a growing client base and referral network at no expense, including matters beyond our focused practice areas.
- Flexible integration: Add part-time or full-time work around your current practice; you control your availability and caseload.
Your role
- Provide estate planning, business formation, asset protection, and Medicaid/special needs planning services.
- Review pre-collected intake information and supporting documents to prepare for each consultation.
- Conduct thorough client meetings and deliver personalized, practical legal advice and solutions.
- Collaborate with a dedicated support team for a streamlined, turnkey experience.
Ideal candidate
- J.D. from an accredited law school and active bar license in good standing in your state.
- At least 3 years of experience in estate planning or closely related practice areas.
- Demonstrated experience in Medicaid asset protection and special needs planning.
- Able to independently onboard and manage clients within a structured system.
- Multi-state licensure or reciprocity strongly preferred.
What you gain
- No-cost client acquisition and scheduling—stop chasing business and focus on legal work.
- Comprehensive administrative and back-office support that reduces non-billable time.
- Higher earning potential by spending more time on high-value legal services.
- Freedom and flexibility to set your own hours and workload.
- Access to a nationwide network of experienced estate planning attorneys for referrals, collaboration, and professional growth.
Ready to focus on what you do best while building a stronger, more scalable practice? Apply today to join a national legal network designed to support your success.
