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

3 hours, 21 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 and timely turnaround on client matters.
  • Integrate the program’s systems and processes into an existing practice workflow.

Requirements

  • Licensed attorney in good standing focused on estate planning.
  • Experience with wills, trusts, powers of attorney, and related planning documents.
  • Solo or small firm practitioner looking to grow or stabilize client flow.
  • Strong client communication skills and commitment to quality work.
  • Ability to integrate new systems and processes into an existing workflow.
  • Currently practicing estate planning.
  • Ability to take on additional client matters.
  • Preference for a model that does not require managing marketing and intake exclusively.

Benefits

  • Consistent new clients each week introduced to the practice.
  • No-cost client acquisition with marketing and outreach handled by the program.
  • Full back-office support, including intake, scheduling, and document support.
  • Control over schedule with the ability to choose the level of involvement.
  • 100% virtual or telephonic consultations 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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