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.
Ideal attorney
Active Maine 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.
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.