Estate Planning Attorney - Intake-Complete Clients, Zero Overhead

United Placement Group; Alexandria (LA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

No-cost client acquisition

Part-time schedule flexibility

Back-office support

Professional network access

Job summary

Legacy Assurance Plan is seeking a licensed estate planning attorney who can handle the legal work and leverage firm-provided client intake. You bring expertise and close matters for a steady practice with back-office support, no marketing spend, and access to a nationwide peer network.

The role emphasizes independent client onboarding, advisory capabilities, and multi-state licensure flexibility. Strong income potential with part-time scheduling is offered.

Qualifications

• J.D. and active bar license required.
• 3+ years in estate planning or related practice.
• Experience with Medicaid asset protection and special needs planning.
• Ability to onboard, advise, and manage clients independently.
• Multi-state licensure or reciprocity preferred.

Responsibilities

• Onboard, advise, and manage estate planning clients.
• Collaborate with back-office staff for document review and scheduling.
• Close matters and move cases forward with clients.

Skills

Estate planning experience

Client onboarding and management

Multistate licensure/reciprocity

Medicaid asset protection/ special-nec

Education

J.D. from an accredited law school

Active bar license in good standing

Job description

Stop Chasing Leads. Start Practicing Law. Legacy Assurance Plan Delivers Pre-Qualified Estate Planning Clients

If you're a licensed estate planning attorney who's great at the legal work but tired of marketing your own practice, Legacy Assurance Plan is built for you. We deliver the clients — all intake-complete and ready to move forward. You bring the expertise and close the matter.

The Opportunity:

• All client acquisition and appointment scheduling handled for you — no marketing spend, no lead-buying, no seminar costs
• A steady flow of intake-complete clients, not cold leads or unscreened prospects
• Dedicated back-office staff supporting document review, printing, binding, deed retrieval, scheduling, and delivery
• Only a limited number of attorneys accepted per state
• Access to a nationwide peer network of estate planning attorneys for collaboration and referrals

You’ll Thrive Here If You Have:

• A J.D. from an accredited law school and an active bar license in good standing
• 3+ years of experience in estate planning or a closely related practice area
• Demonstrated experience in Medicaid asset protection and special needs planning
• The ability to independently onboard, advise, and manage clients
• Multi-state licensure or reciprocity (strongly preferred)

What’s In It For You:

• Strong income potential while reducing time spent on non-legal, non-billable tasks
• No-cost client acquisition and appointment setting
• Freedom to design your schedule on a part-time basis
• Hands-free administrative and paralegal support

This is a rare setup where infrastructure, client flow, and back-office support are already built — you just need to show up and practice law.