What are the responsibilities and job description for the Estate Planning Attorney - Intake-Complete Clients, Zero Overhead position at United Placement Group?
New Estate Planning Attorney? Get the Real Client Experience You Can't Build Alone
Most newer attorneys spend years trying to piece together enough estate planning matters to really build their skills — marketing on their own dime, waiting on referrals, and taking whatever comes in the door. Legacy Assurance Plan offers a faster path: a steady stream of intake-complete, pre-qualified clients so you can focus entirely on doing the legal work and building real-world reps, not chasing business.
Why This Is a Rare Opportunity for Newer Attorneys:
- Hands-on volume — work a steady flow of real estate planning matters (wills, trusts, powers of attorney) that would normally take years to build up on your own
- No marketing spend, no cold networking, no waiting on referrals — clients are delivered to you, intake-complete
- Full back-office support — your drafted documents are reviewed, printed, bound, and scheduled for delivery, along with deed retrieval and follow-ups, so your time goes toward legal work and skill-building
- Exposure to Medicaid asset protection and special needs planning — practice areas that are hard to break into without an established book of business
- A nationwide peer network of estate planning attorneys for mentorship, questions, and collaboration
- Part-time, flexible structure — layer this into your existing practice or role while you build experience
Who This Is For:
- A J.D. from an accredited law school and an active bar license in good standing
- Newer attorneys (early in an estate planning practice) looking to gain hands-on client experience faster than they could build it solo
- Comfortable independently advising and managing clients through to completion, with back-office and peer support behind you
- Eager to learn Medicaid asset protection and special needs planning, even without prior hands-on experience in those areas
- Multi-state licensure or reciprocity a plus, not required
What's In It For You:
- Real client-matter volume and experience that's difficult to get on your own this early in practice
- No-cost client acquisition — focus on the law, not building a book of business from scratch
- Hands-free administrative and paralegal support
- A peer network to learn from as you grow your practice
If you're a newer estate planning attorney looking to fast-track the kind of experience that usually takes years to build on your own, apply to Legacy Assurance Plan today — spots are limited per state.
Salary : $20,000 - $70,000