United Placement Group

Estate Planning Attorney Remote Consults No Marketing

United Placement Group  •  Eau Claire, WI (Remote)  •  1 month ago
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Job Description

Tired of constant prospecting, marketing spend, and practice overhead just to stay busy? This role lets you focus on advising clients, not chasing them or running an office.

We are a long‑established estate planning services company seeking an experienced Estate Planning Attorney to provide estate planning advice to pre‑engaged clients in the 55+ market. You step into a steady flow of no‑cost introductions, with full administrative and back‑office support. Our office handles most of the client education and intake before you meet with them, so your time is spent on higher‑value counsel and document work.

What You Do

  • Conduct estate planning consultations with clients referred through our program
  • Review family, asset, and planning goals and recommend appropriate solutions
  • Draft or review core estate planning documents (wills, trusts, POAs, directives)
  • Coordinate with our internal team to finalize documents and implementation
  • Provide clear, practical guidance in plain language

What You Get

  • Warm, pre‑qualified client meetings (no marketing or lead generation required)
  • No need to manage staff, overhead, or practice administration
  • Office team performs most education and intake; you focus on legal advice
  • Professional support for deed retrieval, document execution, and follow‑up
  • Flexible scheduling options
  • Competitive, contracted compensation per case/engagement

What You Bring

  • Licensed attorney in good standing in [state or states served]
  • 3+ years of experience in estate planning (drafting and counseling)
  • Strong communication skills and comfort working with the 55+ demographic
  • Ability to explain complex concepts in clear, client‑friendly terms
  • Professionalism, reliability, and respect for client time and confidentiality

If you would rather spend your time providing high‑quality estate planning advice instead of worrying about business development and overhead, we would like to speak with you.

To apply: Please submit your resume and a brief note describing your estate planning experience and current availability.

United Placement Group

About United Placement Group

United Placement Group is a highly specialized, Florida-based organization committed to connecting talent with opportunity. We provide comprehensive recruitment solutions across various industries, helping businesses thrive by matching them with the most suitable candidates.

Our mission is to bridge the gap between employers and job seekers, creating a mutually beneficial environment where businesses grow and individuals advance in their careers. We believe in the power of the right placement - it can transform a business, propel a career, and shape the future of work.

We offer a range of services tailored to meet the unique needs of our clients. Our expertise spans multiple sectors, including but not limited to estate and financial planning, notary services, wealth management/preservation, information technology, marketing, and scheduling services. Our services include:

Permanent Placement: We connect businesses with skilled professionals for long-term roles, ensuring seamless integration into the company culture.

Contracting: We connect independent professionals with successful businesses to form mutually beneficial relationships.

Executive Search: We identify and attract top-tier leadership talent, helping to shape the strategic direction of the organizations that we support.

At United Placement Group, we pride ourselves on our personalized approach to recruitment. We understand that every business is unique, and we strive to meet specific needs and goals. Our team of experienced recruiters leverages industry knowledge and innovative technology to deliver efficient, effective, and ethical recruitment solutions.

Based in the Sunshine State of Florida, we support recruiting and hiring nationwide. If you're looking for a trusted partner in your recruitment journey, reach out to us today. Let's shape the future of work together.

Industry
HR & Recruiting
Company Size
Unknown
Headquarters
University Park, FL
Year Founded
2022
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