What are the responsibilities and job description for the Estate Planning Attorney - New Growth: Pre-Qualified Clients No Added Overhead position at United Placement Group?
Estate Planning Attorney – New Year, New Growth: Pre-Qualified Clients, No Added Overhead
Start the new year by growing your practice on your terms—with a steady flow of pre-qualified clients, no marketing spend, and full administrative support.
Experienced estate planning attorneys are invited to join our national network and tap into a proven platform that delivers intake-completed clients and turnkey back-office support, so you can stay focused on high-value legal work and increased income.
Why Attorneys Choose Us:
What You’ll Do:
Start the new year by growing your practice on your terms—with a steady flow of pre-qualified clients, no marketing spend, and full administrative support.
Experienced estate planning attorneys are invited to join our national network and tap into a proven platform that delivers intake-completed clients and turnkey back-office support, so you can stay focused on high-value legal work and increased income.
Why Attorneys Choose Us:
- Clients Delivered, Intake Complete
- No Marketing Costs
- Full Back-Office Support
- Zero-Cost Database Building
- Flexible, Part-Time or Full-Time
- Practice-Ready Systems & Network
What You’ll Do:
- Deliver estate planning, business formation, asset protection, and Medicaid/special needs planning services.
- Review client intake data and documents gathered by our team and provide tailored legal advice.
- Conduct thorough client consultations (primarily via Zoom) and oversee the matter through to completion with support from our staff.
- J.D. from an accredited law school.
- Active bar license in good standing in at least one U.S. state.
- Minimum 3 years of experience in estate planning or closely related practice areas.
- Demonstrated experience in Medicaid asset protection and special needs planning.
- Ability to independently onboard, advise, and manage clients.
- Multi-state licensure or reciprocity strongly preferred.
- No-cost client acquisition and appointment setting.
- Hands-free administrative and paralegal support for non-billable work.
- Strong income potential while reducing time spent on non-legal tasks.
- Freedom to design your schedule and choose your workload.
- Access to a peer network for collaboration, mentorship, and referrals.