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Legacy Assurance Plan offers a flexible, part-time role with virtual consultations, delivering intake-complete, pre-qualified clients so you can focus on estate planning.
You will gain hands-on experience across wills, trusts, and powers of attorney, with exposure to Medicaid asset protection and special needs planning, plus collaboration with an established peer network and full back-office support for document review, printing, and follow-ups.
Legacy Assurance Plan offers a flexible, part-time role with virtual consultations, delivering intake-complete, pre-qualified clients so you can focus on estate planning.
You will gain hands-on experience across wills, trusts, and powers of attorney, with exposure to Medicaid asset protection and special needs planning, plus collaboration with an established peer network and full back-office support for document review, printing, and follow-ups.