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Estate Planning Attorney - Remote-Friendly

Posted 6 days ago
Finance / Legal
Full Time
WI, USA

Overview

Are you an experienced estate planning attorney seeking to grow your practice without the traditional overhead? Join our attorney network to receive a steady stream of pre-qualified clients while maintaining your independence and professional focus.

In Short

  • Receive pre-qualified clients actively seeking estate planning services.
  • Get complete administrative support from document preparation to deed retrieval.
  • Integrate seamlessly with your existing operations for practice flexibility.
  • Expand your client base without additional overhead costs.
  • Access proven infrastructure and client service tools for efficiency.
  • Provide expert legal services in estate planning, business formation, and asset protection.
  • Deliver personalized guidance to protect clients' assets and secure their legacies.
  • Collaborate with a support team for streamlined client experiences.
  • Must hold a JD from an accredited law school and be in good standing with the State Bar.
  • 3+ years of experience in estate planning or related fields required.

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 (highly preferred).
  • Established private practice or ability to incorporate this role.
  • Multi-state reciprocity (advantageous).
  • Willingness to meet qualified clients in person and remotely.

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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