Alliance America · 1 month ago
Attorneys-Estate/Trust-Great Extra Income -Pre-Qualified Clients
United States
Full-time, Part-time
Remote
Mid, Senior Level
3+ years expAlliance America is seeking experienced estate planning attorneys to expand their practice with pre-qualified clients. This flexible role allows attorneys to focus on delivering legal services while receiving comprehensive back-office support and avoiding marketing hassles.
Financial ServicesFuneralsInsuranceRetirement
Responsibilities
Deliver expert legal services in estate planning, business formation, asset protection, and Medicaid or special needs planning (where applicable)
Review client intake data and documents that have already been gathered and verified by our team
Conduct thorough consultations and provide accurate, personalized legal advice
Partner with our in-house support staff to ensure a smooth, turnkey client experience
Qualification
Required
Applicants must be actively licensed and in good standing in the state(s) where the Ad is placed along with expertise in Estate/Trust Planning to be considered
Juris Doctor (J.D.) degree from an accredited law school
Active bar license(s) in good standing in the State you Applied to
Minimum 3 years' experience practicing estate planning or related legal fields
Medicaid asset protection and special needs planning experience is required
Ability to independently onboard and manage clients
Preferred
Multi-state licensure or reciprocity is strongly preferred
Benefits
No-cost Client Acquisition
Hands-free Administrative Support
Earn More, Stress Less
Freedom & Flexibility
Access to a Community of Experts
Grow your data base and referrals without 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