What are the responsibilities and job description for the Estate Planning Attorney - Intake-Complete Clients, Zero Overhead position at United Placement Group?
Stop Chasing Leads. Start Practicing Law. Legacy Assurance Plan Delivers Pre-Qualified Estate Planning Clients
If you're a licensed estate planning attorney who's great at the legal work but tired of marketing your own practice, Legacy Assurance Plan is built for you. We deliver the clients — all intake-complete and ready to move forward. You bring the expertise and close the matter.
The Opportunity:
- All client acquisition and appointment scheduling handled for you — no marketing spend, no lead-buying, no seminar costs
- A steady flow of intake-complete clients, not cold leads or unscreened prospects
- Dedicated back-office staff supporting document review, printing, binding, deed retrieval, scheduling, and delivery
- Only a limited number of attorneys accepted per state
- Access to a nationwide peer network of estate planning attorneys for collaboration and referrals
You'll Thrive Here If You Have:
- A J.D. from an accredited law school and an active bar license in good standing
- 3 years of experience in estate planning or a closely related practice area
- Demonstrated experience in Medicaid asset protection and special needs planning
- The ability to independently onboard, advise, and manage clients
- Multi-state licensure or reciprocity (strongly preferred)
What's In It For You:
- Strong income potential while reducing time spent on non-legal, non-billable tasks
- No-cost client acquisition and appointment setting
- Freedom to design your schedule on a part-time basis
- Hands-free administrative and paralegal support
This is a rare setup where infrastructure, client flow, and back-office support are already built — you just need to show up and practice law. Apply to Legacy Assurance Plan today before your state's openings are filled.
Salary : $20,000 - $70,000