Alliance America · 2 days ago
Estate Planning Attorney-Clients Delivered, Admin-Free, Flexible Schedule
United States
Full-time
Remote
Mid Level
3+ years expAlliance America is a national network seeking established estate planning attorneys to expand their caseload without the hassle of marketing or administrative burdens. The role involves delivering estate planning services and consulting with pre-qualified clients, allowing attorneys to focus on practicing law.
Financial ServicesFuneralsInsuranceRetirement
Responsibilities
Deliver estate planning, business formation, asset protection, and Medicaid or special needs planning services
Review pre-collected client intake data and documents
Conduct thorough client consultations and provide personalized, effective legal advice
Work closely with our dedicated support team for a turnkey experience
Qualification
Required
Juris Doctor (J.D.) from an accredited law school
Active bar license in good standing in state of practice
Minimum 3 years' experience in estate planning or related practice areas
Demonstrated experience in Medicaid asset protection and special needs planning
Capable of independently onboarding and managing clients
Preferred
Multi-state licensure or reciprocity highly preferred
Benefits
No-cost client acquisition & scheduling—quit chasing business.
Full, hands-free administrative/back-office support.
Earn more: focus on high-value legal work, less distraction.
Freedom and flexibility—set your own hours and workload.
Access to a nationwide peer network for ongoing referrals and professional growth.
Grow a valuable client base for future opportunities and referrals at no cost.
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