About the job
Are you a seasoned estate planning attorney seeking a more rewarding caseload without the hassle of marketing or administrative burdens? Join us to receive a consistent stream of pre-qualified clients who are ready to engage, allowing you to concentrate on delivering exceptional legal services that positively impact families.
Benefits of Partnering with Us
- Access to Pre-Qualified Clients: Focus exclusively on consultations with clients who have already completed intake and are prepared to proceed; we manage all preliminary tasks.
- No Marketing Expenses: We fully cover client acquisition and scheduling, eliminating the need for advertising costs or dealing with unqualified leads.
- Comprehensive Back-Office Support: Our dedicated administrative team takes care of post-intake duties, including document preparation, deed retrieval, and client coordination.
- Cost-Free Client Database: Expand your client base and referral network at no expense, encompassing issues beyond our primary practice areas.
- Flexible Work Integration: Customize your work schedule, allowing for part-time or full-time engagement alongside your current practice.
Your Responsibilities
- Deliver estate planning, business formation, asset protection, and Medicaid/special needs planning services.
- Review pre-gathered intake information and necessary documents to prepare for each consultation.
- Conduct thorough client meetings, providing tailored legal advice and practical solutions.

