Solo or Small Practice Estate Planning Attorney - No Cost Client Intorduction

7 hours, 27 minutes ago
Full-time
Senior
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 consultations to pre-qualified clients.
  • Draft and review estate planning documents consistent with program standards.
  • Conduct virtual or in-office signings as appropriate in the attorney’s jurisdiction.
  • Maintain professional communication with clients and timely turnaround on matters.
  • Integrate the company’s systems and processes into an existing practice workflow.
  • Support client matters from consultation through delivery within the program model.

Requirements

  • Licensed attorney in good standing.
  • Currently practicing estate planning.
  • Solo or small-firm practitioner looking to grow or stabilize client flow.
  • Experience with wills, trusts, powers of attorney, and related planning documents.
  • Strong client communication skills.
  • Commitment to high-quality legal work.
  • Ability to integrate external systems and processes into an existing workflow.
  • Availability to take on additional client matters.
  • Willingness to work within a 100% virtual/telephonic consultation model (possible).
  • Not a fit for attorneys who prefer to manage their own marketing and intake exclusively.

Benefits

  • Consistent new estate planning clients each week.
  • No-cost client acquisition, including marketing and outreach handled for you.
  • Full back-office support, including intake, scheduling, and document support.
  • Control over your schedule and ability to plug into the practice at the level you choose.
  • 100% virtual/telephonic consultations possible for maximum flexibility.
  • Direct weekly payments with no invoicing or collections hassle.

Interested in this position?

Apply directly on the company website

Apply Now

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