Estate Planning Attorney - Remote-Friendly | No-Cost Client Introductions |

United Placement Group; Town of New Castle (NY); Remote; USD 80,000 - 120,000; Full time

Job summary

A leading legal services provider in New York seeks a Remote Estate Planning Attorney to guide clients in planning and formation processes. The role emphasizes virtual client interactions and requires active bar membership with 3+ years of experience. Comprehensive support is provided to help you thrive without marketing costs, along with flexible scheduling and reliable payments.

Benefits

Comprehensive administrative support

Flexibility in scheduling

Remote consultations

Fast, reliable payments

Qualifications

• Must be actively licensed and in good standing in the practicing state.
• Experience in estate planning and business formation is necessary.
• Bilingual skills are a plus.

Responsibilities

• Provide legal counsel in estate planning and business formations.
• Prepare and oversee execution of tailored legal documents.
• Conduct virtual client consultations and provide actionable strategies.

Skills

Estate planning expertise

Business formation knowledge

Virtual communication skills

Microsoft Office proficiency

Medicaid asset protection knowledge

Education

Active membership with the State Bar

3+ years of estate plan drafting experience

Tools

CRM systems

Job description

Estate Planning Attorney – Grow Your Practice with Ready-to-Act Clients & Full Support

Remote-Friendly | No-Cost Client Introductions | Streamlined Process

Important: Applicants must be actively licensed and in good standing in the state(s) where they wish to practice along w expertise in Estate/Trust Planning

About Us
We are a leading provider of consumer services in estate planning and business formation. Our mission is simple — to connect qualified, motivated clients directly with seasoned attorneys, ensuring they get the legal documents and guidance that protect their assets and give them peace of mind.

When you join our network, you become part of a collaborative, professional community dedicated to delivering exceptional client service — without the burden of finding your own leads or managing extensive back-office work.

Why Join Us?

We eliminate the biggest obstacles to growing your practice:

• Clients Ready to Move Forward– We connect you with individuals already seeking estate planning and business formation services.
• No Marketing or Lead Generation Required– Focus solely on practicing law while we handle client sourcing.
• Full Back-Office Support– From document prep and technology assistance to deed retrieval and execution logistics.
• Control Your Time– Maintain flexible scheduling that complements your current practice.
• Direct Weekly Payment– No chasing invoices; we handle payouts on schedule.

Position Overview

We’re seeking a Network Attorney with proven expertise in estate planning and business formation to provide strategic legal guidance, prepare key documents, and deliver exceptional client experiences — all in a remote-friendly environment.

Key Responsibilities

• Provide expert legal counsel in estate planning, trusts, wills, contracts, and business formations.
• Prepare, review, and oversee execution of legal documents tailored to each client’s needs.
• Conduct virtual client consultations, assessing needs and delivering clear, actionable strategies.
• Remain up-to-date on legal developments affecting estate planning, taxation, and asset protection.
• Collaborate with our internal support team to ensure a smooth, efficient client experience.

Requirements

• Active membership with the State Bar (additional bar admissions a plus)
• Established private practice and ability to integrate network cases into your workload
• 3+ years of estate plan drafting experience
• Skilled in Microsoft Office products and CRM systems
• Comfortable with virtual communication (phone, video, email)
• Business formation experience preferred
• Knowledge of special needs planning, real estate, elder law, and/or taxation is advantageous
• Medicaid asset protection is required
• Residency in the state of application preferred
• Bilingual skills welcome

Benefits

• Client Growth Without Marketing Costs – No time or money spent finding new business
• Comprehensive Administrative Support – We handle data collection, printing, deed retrieval, and execution assistance
• Flexibility – Set your own schedule while keeping focus on client service
• Remote Consultations – Conduct 100% virtual or telephonic meetings
• Fast, Reliable Payment – Weekly payouts with no invoicing hassles

Ready to Focus on Practicing Law, Not Prospecting?
If you want to grow your practice, expand your reach, and connect with ready-to-act clients — all while having the freedom to work remotely — we’d love to hear from you.

Apply today with your resume and a short cover letter sharing your relevant experience and why you’re the ideal fit for this opportunity.