About the role
- Deliver expert legal services in estate planning, business formation, asset protection, and Medicaid or special needs planning (where applicable).
- Review client intake data and documents that have already been gathered and verified by our team.
- Conduct thorough consultations and provide accurate, personalized legal advice.
- Partner with our in-house support staff to ensure a smooth, turnkey client experience.
Requirements
- Juris Doctor (J.D.) degree from an accredited law school
- Active bar license(s) in good standing in the State you Applied to
- Minimum 3 years’ experience practicing estate planning or related legal fields
- Medicaid asset protection and special needs planning experience is required
- Ability to independently onboard and manage clients
- Multi-state licensure or reciprocity is strongly preferred
- No-cost Client Acquisition – Stop spending time and money on marketing and chasing prospects.
- Hands-free Administrative Support – Paralegal and back-office staff handle all non-billable tasks.
- Earn More, Stress Less – Focus on high-value legal work with fewer distractions.
- Freedom & Flexibility – Choose when and how much you work.
- Access to a Community of Experts – Grow professionally alongside a vetted network of peers.
- Grow your data base and referrals without cost.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
estate planningbusiness formationasset protectionMedicaid planningspecial needs planningclient intake reviewlegal advice
Soft skills
consultationclient managementcollaboration
Certifications
Juris Doctor (J.D.)active bar license