Estate Planning Attorney - Intake-Complete Clients, Zero Overhead

United Placement Group

Monroe (LA)

On-site

USD 90,000 - 180,000

Part time

5 days ago
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Benefits offered by this job

No-cost client acquisition
Flexible part-time schedule
Administrative support
Referral network

Job summary

Legacy Assurance Plan is seeking an estate planning attorney with a strong practice and license in good standing. You will leverage an inbound client flow, with intake-complete matters ready to move forward, while the company handles client acquisition and scheduling.

You bring 3+ years in estate planning, Medicaid asset protection experience, and the ability to independently onboard and advise clients. A multi-state license is highly preferred, with a framework that supports a part-time,

Qualifications

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

Skills

Client onboarding
Estate planning
Medicaid planning
Multi-state licensure
Independent client mgmt

Education

J.D. from an accredited law school

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. Apply to Legacy Assurance Plan today before your state's openings are filled.

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