Legacy Assurance Plan connects experienced estate planning attorneys with pre-qualified clients who have already completed intake — no marketing spend, no cold prospecting, and full administrative support so you can focus on billable legal work.

Why attorneys work with us

• Clients delivered with intake complete — meet only with prospects who are ready to move forward
• No marketing costs — all client acquisition and appointment scheduling handled for you
• Full back-office support — dedicated staff manage document prep, deed retrieval, scheduling, and follow-ups
• Build your client list and referral base with no added fees
• Flexible — layer this into your existing practice part-time or full-time, on your own schedule
• Access to a nationwide network of estate planning attorneys for referrals and collaboration

What you'll do

• Deliver estate planning, business formation, asset protection, and Medicaid/special needs planning services
• Review client intake data and documents prepared by our team, then provide tailored legal advice
• Conduct client consultations (primarily via Zoom) and oversee each matter through completion with staff support

Requirements

• J.D. from an accredited law school
• Active bar license in good standing in [state]
• Must currently reside in [state] and hold an active license to practice there
• Minimum 3 years of experience in estate planning or a closely related practice area
• Demonstrated experience in Medicaid asset protection and special needs planning
• Multi-state licensure or reciprocity strongly preferred

Apply with your current resume and a brief note on your bar licensure(s) and primary practice focus.