Take your estate planning practice to the next level with our platform. Enjoy a steady flow of pre-qualified clients, no marketing spend, and full administrative support.
Our experienced team delivers intake-completed clients and turnkey back-office support, allowing you to focus on high-value legal work and increased income.
* Meet only with clients who are prepared and ready to move forward
* No marketing costs, as all client acquisition and appointment scheduling are handled for you
* Full back-office support, including document preparation, deed retrieval, scheduling, follow-ups, and other administrative tasks
* Zero-cost database building, creating long-term value for your practice
You will deliver estate planning, business formation, asset protection, and Medicaid/special needs planning services. You will review client intake data and documents gathered by our team and provide tailored legal advice. Conduct thorough client consultations (primarily via Zoom) and oversee the matter through to completion with support from our staff.
Estate Planning Lawyer Requirements:
* Possess excellent communication skills and be able to build strong relationships with clients
* Have expertise in estate planning, business formation, asset protection, and Medicaid/special needs planning
* Be able to work independently and manage multiple cases simultaneously
Benefits of Working with Us:
* A steady flow of pre-qualified clients, reducing the need for expensive marketing efforts
* No marketing costs or expenses, ensuring more revenue for you
* Full back-office support, allowing you to focus on high-value legal work
We offer a unique opportunity for experienced estate planning lawyers to grow their practice while enjoying the benefits of a supportive team. If you're looking to take your career to the next level, apply now!