Remote Otter LogoRemoteOtter

Estate Planning Attorney - Remote-Friendly Position

Posted 2 days ago
Finance / Legal
Full Time
USA

Overview

Join our attorney network to receive a steady stream of pre-qualified clients while maintaining your independence and professional focus as an estate planning attorney.

In Short

  • Connect with individuals actively seeking estate planning services.
  • Receive complete administrative support from document preparation to deed retrieval.
  • Integrate seamlessly with your existing operations.
  • Expand your client base without additional overhead.
  • Access proven infrastructure and client service tools.
  • Provide expert legal services in estate planning, business formation, and asset protection.
  • Deliver personalized guidance to protect clients' assets.
  • Work collaboratively with our support team for streamlined client experiences.

Requirements

  • JD from an accredited law school.
  • Active and good standing State Bar admission.
  • 3+ years of experience in estate planning, business formation, or asset protection.
  • Experience with special needs and Medicaid planning (preferred).
  • Established private practice or ability to incorporate this role.
  • Multi-state reciprocity (advantageous).

Benefits

  • High-quality referrals without marketing investment.
  • Comprehensive support from initial consultation through document completion.
  • Join a network of estate planning specialists.
  • Focus on valuable client interactions, not administrative tasks.
United Placement Group logo

United Placement Group

United Placement Group is a dynamic and innovative company focused on enhancing sales processes through effective client engagement. With a commitment to providing flexible work opportunities, the company offers remote positions that allow individuals to contribute to the sales team by connecting with potential clients. United Placement Group values strong communication and organizational skills, fostering a supportive work environment that encourages professional growth and development. The company utilizes modern tools and technologies to streamline lead management and appointment setting, ensuring a collaborative approach to achieving sales goals.

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