Experienced Estate Planning Attorney - No Cost Client Introductions
United Placement Group
- Fitchburg, WI
- $15,000-70,000 per year
- Permanent
- Full-time
- Pre-Qualified Clients: Receive introductions to individuals seeking estate and business planning—no prospecting or marketing investments required.
- Full Administrative Support: We handle document preparation, deed retrieval, scheduling, and more, allowing you to focus on delivering your specialized legal expertise.
- Efficient Systems: Our technological infrastructure streamlines intake, service, and ongoing client management.
- Practice Flexibility: Integrate our clients into your existing practice seamlessly.
- Professional Community: Collaborate and connect with a distinguished network of estate planning specialists.
- Growth Without Cost: No overhead, subscription, or referral fees—just direct access to clients looking for solutions.
- Provide expert legal counsel for estate planning, business formation, LLC and corporation setup, and asset protection strategies.
- Guide clients through tailored solutions—including Medicaid planning and special needs trusts—to ensure their legacies are secured.
- Meet clients both virtually/telephonically and in-person, based on your capacity and client preference.
- Work as your own boss, supported by our experienced admin team for maximum efficiency.
- Juris Doctor from an accredited law school
- Active State Bar membership (good standing) in all states you wish to serve
- 3+ years in estate planning, business formation, or asset protection
- Demonstrated proficiency with Medicaid planning, special needs trusts, and related strategies (preferred)
- Independent private practice or capacity to incorporate this role
- Multi-state licensure/reciprocity (advantageous)
- Willingness to meet qualified clients in person or virtually
- Excellent client communication skills and technology comfort
- Streamlined Client Acquisition: Referrals—no marketing
- Comprehensive Back-Office Support: From intake to document completion
- Weekly Compensation: No invoicing, no waiting
- Optimized Practice: Spend more time advising, less on admin
- Work-Life Balance: Fully integrate with your personal and professional commitments