Most estate planning attorneys lose 40–60% of their time to non-billable work—marketing, intake, scheduling, and paperwork.

In this role, you meet only with prepared, pre-qualified clients, while our team handles everything before and after the consultation so you can focus on high-value legal work.

What you’ll do

• Provide estate planning, asset protection, Medicaid/special needs planning, and business formation services.
• Review pre-collected intake documents and conduct thorough client meetings.
• Deliver practical, personalized legal strategies supported by a dedicated back-office team.

Requirements

Ideal attorney

• Active Virginia bar license in good standing.
• Juris Doctor (J.D.) degree.
• 3+ years of estate planning experience, including Medicaid asset protection.
• Comfortable managing legal matters independently and conducting virtual client consultations.
• Multi-state bar licensure preferred.
• Tax planning, business formation, and special needs planning experience are a plus.
• Experience handling sensitive family or Medicaid planning conversations with clients is a plus.
• Experience advising small-business owners on formation matters is a plus.
• An LL.M. in estate planning or tax is a plus.

Benefits

Why attorneys partner with us

• No marketing—ever; we handle all client acquisition, intake, and scheduling.
• Turnkey back office that dramatically cuts non-billable time.
• Ready-to-engage clients who have completed intake and are prepared to move forward.
• Flexible, remote work that fits around your existing practice and caseload.