Alliance America · 2 weeks ago
Estate Planning Attorney - New Year, New Growth: Pre-Qualified Clients
United States
Full-time, Part-time
Remote
Mid, Senior Level
3+ years expAlliance America is seeking experienced estate planning attorneys to join their national network. The role involves delivering estate planning, business formation, asset protection, and Medicaid planning services with the support of a dedicated administrative team.
Financial ServicesFuneralsInsuranceRetirement
Responsibilities
Deliver estate planning, business formation, asset protection, and Medicaid/special needs planning services
Review client intake data and documents gathered by our team and provide tailored legal advice
Conduct thorough client consultations (primarily via Zoom) and oversee the matter through to completion with support from our staff
Qualification
Required
J.D. from an accredited law school
Active bar license in good standing in at least one U.S. state
Minimum 3 years of experience in estate planning or closely related practice areas
Demonstrated experience in Medicaid asset protection and special needs planning
Ability to independently onboard, advise, and manage clients
Preferred
Multi-state licensure or reciprocity strongly preferred
Benefits
No-cost client acquisition and appointment setting.
Hands-free administrative and paralegal support for non-billable work.
Strong income potential while reducing time spent on non-legal tasks.
Freedom to design your schedule and choose your workload.
Access to a peer network for collaboration, mentorship, and referrals.
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