Estate Planning Attorney - Turnkey Support, No Out-of-Pocket Costs, No M

5 days, 8 hours ago
Contract
Mid Level
Legal

United Placement Group

Staffing and recruiting firm that connects employees with employers; its website emphasizes recruitment support, candidate screening, hiring tools, and long-term relationship building. LinkedIn describes it as a Florida-based organization providing recruitment solutions across multiple industries.

Staffing and Recruiting
1-10
Founded 2022

Description

  • Provide estate planning, business formation, asset protection, and Medicaid/special needs planning services.
  • Review pre-collected intake information and documents to prepare efficiently for client consultations.
  • Conduct thorough client meetings and deliver practical, personalized legal strategies.
  • Manage legal matters independently within a structured, systematized environment.
  • Work with a dedicated support team to move cases from first contact through final documents.
  • Provide client-facing advisory services through virtual consultations.
  • Handle matters beyond the primary estate planning focus as needed.

Requirements

  • Active bar license in good standing in your state.
  • Minimum 3+ years of 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.
  • Ability 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 is strongly preferred.
  • Significant tax planning experience is highly prized.
  • Bilingual ability is helpful.

Benefits

  • Steady stream of pre-qualified, intake-completed clients.
  • No marketing responsibility; the company handles client acquisition, intake, and scheduling.
  • Turnkey back-office support for document prep, deed retrieval, follow-ups, and client coordination.
  • Access to ready-to-engage clients who are prepared to move forward.
  • Flexible part-time or full-time work around your existing caseload.
  • Control over your availability, volume, and growth.
  • Opportunity to build a client base and referral network at no cost.
  • Access to a nationwide network of experienced estate planning attorneys for referrals, collaboration, and growth.

Interested in this position?

Apply directly on the company website

Apply Now

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