Experienced Estate Planning Attorney-Clients Delivered, Admin-Free, Flexible Hrs jobs in United States
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Alliance America · 6 days ago

Experienced Estate Planning Attorney-Clients Delivered, Admin-Free, Flexible Hrs

Alliance America is a national network seeking established estate planning attorneys to expand their caseload without administrative burdens. The role involves delivering estate planning, business formation, and asset protection services while benefiting from comprehensive back-office support and a flexible schedule.

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

Estate PlanningMedicaid PlanningJuris Doctor (J.D.)Active Bar LicenseClient ManagementCommunication SkillsCollaboration Skills

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

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Alliance America is a financial service company that offers insurance, funeral trust, retirement plan, and annuities services.

Funding

Current Stage
Growth Stage
Company data provided by crunchbase