Estate Planning Attorney at United Placement Group
Are you an experienced estate planning attorney who wants to do more high-value legal work without sacrificing your time or sanity? This role connects you with a steady stream of pre‑qualified, intake‑completed clients so you can focus on high‑value legal work—not chasing leads or pushing paperwork.
What you’ll do
- Provide estate planning, business formation, asset protection, and Medicaid/special needs planning services.
- Review pre‑collected intake information and documents to prepare efficiently for each consultation.
- Conduct thorough client meetings and deliver practical, personalized legal strategies.
- Partner with a dedicated support team for a streamlined, turnkey experience from first contact to final documents.
Requirements
Ideal attorney
- Active bar license in good standing in your state.
- Minimum 3+ years’ experience in estate planning.
- Proven experience with Medicaid asset protection; experience with special needs planning is a plus.
- Experience with business formation and broader asset protection matters.
- Able to independently manage legal matters within a structured, systematized environment.
- Proven experience in client-facing advisory work and comfort with virtual consultations.
- Multi‑state licensure strongly preferred.
- Significant tax planning experience highly prized.
- Bilingual ability is helpful.
Benefits
Are you an experienced estate planning attorney who wants to grow your income without sacrificing your time or sanity? This role connects you with a steady stream of pre-qualified, intake-completed clients so you can focus on high-value legal work—not chasing leads or pushing paperwork.
Why attorneys partner with us
- No marketing, ever – We handle all client acquisition, intake, and scheduling so you never pay for ads, buy leads, or waste time on tire-kickers.
- Turnkey back-office support – Our team manages document prep, deed retrieval, follow-ups, and client coordination so you can stay focused on billable work.
- Ready-to-engage clients – You meet only with clients who are prepared and ready to move forward.
- Build your book at no cost – Grow a client base and referral network, including matters beyond our primary focus, without additional overhead.
- Flexible around your practice – Add part-time or full-time work around your existing caseload; you control your availability, volume, and growth.
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 cuts non-billable time.
- Higher earning potential by focusing on complex, high-value legal work instead of low-value tasks.
- Freedom and flexibility to design your ideal schedule and workload.
- Access to a nationwide network of experienced estate planning attorneys for referrals, collaboration, and growth.
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