Job Description

Job Title: Estate Planning Attorney
Employment Type: Contract – Part-Time or Full-Time
Location: Remote / Virtual (Multi-State Attorneys Welcome)

About the role

Most estate planning attorneys spend 40–60% of their time on non-billable work: client acquisition, intake, scheduling, and paperwork.
This role eliminates all of that so you can focus on high-value legal work.

You will meet only with prepared, pre-qualified clients who are ready to move forward. Our team handles every step before and after the consultation, so you stay focused on what you do best and what earns you the most.

Why attorneys partner with us

• No marketing, ever: We handle all client acquisition, intake, and scheduling. You never pay for ads, buy leads, or sit through unqualified consults.
• Turnkey back office: Our support team manages document prep, deed retrieval, follow-ups, and client coordination, so your non-billable time drops dramatically.
• Ready-to-engage clients: Every consultation is with a client who has completed intake and is prepared to move forward.
• Build your book at no cost: Grow a client base and referral network, including matters beyond our primary focus, without adding overhead.
• Designed around your practice: Add work part-time or full-time around your existing caseload. You set your availability, volume, and pace.
• Nationwide attorney network: Collaborate and receive referrals from a network of experienced estate planning attorneys across the country.

Responsibilities

• Provide estate planning, business formation, asset protection, and Medicaid/special needs planning services.
• Review pre-collected intake documents to prepare efficiently for each consultation.
• Conduct thorough client meetings and deliver practical, personalized legal strategies.
• Partner with our dedicated support team to deliver a streamlined, turnkey client experience from first contact to executed documents.

Requirements (Ideal attorney)

• Active bar license in good standing in at least one U.S. jurisdiction.
• Multi-state licensure strongly preferred.
• Minimum 3+ years of estate planning experience.
• Ability to independently manage cases within a structured, systematized environment.
• Demonstrated experience in Medicaid asset protection.
• Experience providing client-facing advisory services and comfort with virtual consultations.
• Experience with business formation and broader asset protection matters.
• Tax planning experience is highly valued.

Bilingual ability is a meaningful advantage. Special needs planning experience is a plus.

What you gain

• No-cost client acquisition and scheduling—spend your time on paid legal work, not prospecting.
• Comprehensive administrative and back-office support that dramatically reduces non-billable time.
• Higher earning potential by focusing on complex, high-value matters instead of low-value tasks.
• Freedom and flexibility to design your ideal schedule and workload.
• Access to a nationwide estate planning attorney network for referrals, collaboration, and growth.

How to apply

If you are ready to do more of the work that matters—and less of everything else—please apply with:

• Your resume, and
• A brief note outlining your state bar licensure(s) and primary practice focus.

We review applications promptly and reach out to qualified candidates for a confidential conversation.