Alliance America ยท 1 week ago
Estate Planning Attorney - Steady Intake, Full Back-Office Support
Norfolk, Virginia, United States
Full-time
Hybrid
Mid, Senior Level
3+ years expAlliance America is a company that connects experienced estate planning attorneys with a steady flow of pre-qualified clients. The role involves providing estate planning, business formation, and asset protection services while benefiting from full back-office support and no marketing costs.
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
Full back-office support
No-cost client database
Flexible integration
Comprehensive administrative and back-office support
Higher earning potential
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