About the role
- Deliver real peace of mind through comprehensive estate planning
- Match skilled attorneys with qualified, ready-to-engage clients
- Handle every non-legal aspect of the attorney-client relationship
- Advance expertise and help more families without overhead or distraction
Requirements
- JD from an accredited law school and state bar membership in good standing
- 2–3 years of estate planning experience (3–5+ and business formation a plus)
- Residency in the state where licensed
- Background in special needs or Medicaid planning a plus
- Maintains an active private practice and is ready to serve more clients
- Space availability to meet clients occasionally
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
estate planningbusiness formationspecial needs planningMedicaid planning
Soft skills
client relationship managementcommunicationexpertise advancement
Certifications
JDstate bar membership