Alliance America · 1 month ago
Remote Estate Planning Counsel - Turnkey Support, Flexible Caseload
United States
Full-time
Remote
Mid Level
3+ years expAlliance America is a national legal network that connects experienced estate planning attorneys with pre-qualified clients. The role involves providing estate planning and related legal services while benefiting from comprehensive administrative support and flexible work arrangements.
Financial ServicesFuneralsInsuranceRetirement
Responsibilities
Provide estate planning, business formation, asset protection, and Medicaid/special needs planning services
Review pre-collected intake information and supporting documents to prepare for each consultation
Conduct thorough client meetings and deliver personalized, practical legal advice and solutions
Collaborate with a dedicated support team for a streamlined, turnkey experience
Qualification
Required
J.D. from an accredited law school and active bar license in good standing in your state
At least 3 years of experience in estate planning or closely related practice areas
Demonstrated experience in Medicaid asset protection and special needs planning
Able to independently onboard and manage clients within a structured system
Preferred
Multi-state licensure or reciprocity strongly preferred
Benefits
No marketing costs: Client acquisition and scheduling are fully covered—no ad spend, lead lists, or wasted time on unqualified prospects.
Full back-office support: Post-intake tasks such as document preparation, deed retrieval, scheduling, and client coordination are handled by our administrative team.
No-cost client database: Build a growing client base and referral network at no expense, including matters beyond our focused practice areas.
Flexible integration: Add part-time or full-time work around your current practice; you control your availability and caseload.
Comprehensive administrative and back-office support that reduces non-billable time.
Higher earning potential by spending more time on high-value legal services.
Freedom and flexibility to set your own hours and workload.
Access to a nationwide network of experienced estate planning attorneys for referrals, collaboration, and professional growth.
Company
Alliance America
Alliance America is a financial service company that offers insurance, funeral trust, retirement plan, and annuities services.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase