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Estate Planning Attorney - No Rainmaking | Remote | Flexible

icon briefcase Job Type : Full Time
icon remote-alt Remote / Work from Home

Job Description - Estate Planning Attorney - No Rainmaking | Remote | Flexible

Description

Most estate planning attorneys lose 40–60% of their time to non-billable work—marketing, intake, scheduling, and paperwork.

In this role, you meet only with prepared, pre-qualified clients, while our team handles everything before and after the consultation so you can focus on high-value legal work.

What you’ll do

  • Provide estate planning, asset protection, Medicaid/special needs planning, and business formation services.
  • Review pre-collected intake documents and conduct thorough client meetings.
  • Deliver practical, personalized legal strategies supported by a dedicated back-office team.


Requirements

Ideal attorney

  • Active Virginia bar license in good standing.
  • Juris Doctor (J.D.) degree.
  • 3+ years of estate planning experience, including Medicaid asset protection.
  • Comfortable managing legal matters independently and conducting virtual client consultations.
  • Multi-state bar licensure preferred.
  • Tax planning, business formation, and special needs planning experience are a plus.
  • Experience handling sensitive family or Medicaid planning conversations with clients is a plus.
  • Experience advising small-business owners on formation matters is a plus.
  • An LL.M. in estate planning or tax is a plus.


Benefits

Why attorneys partner with us

  • No marketing—ever; we handle all client acquisition, intake, and scheduling.
  • Turnkey back office that dramatically cuts non-billable time.
  • Ready-to-engage clients who have completed intake and are prepared to move forward.
  • Flexible, remote work that fits around your existing practice and caseload.
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