Job Description

Grow Your Practice Without the Extra Overhead

Are you an experienced solo practice attorney looking to increase your client base and bottom line—without taking on the added cost, time, and frustration of marketing, intake, and administrative work? This opportunity is designed for estate planning attorneys who want to expand efficiently, serve more qualified clients, and stay focused on practicing law.

We partner with attorneys who want to grow their practice through a steady flow of pre-qualified clients seeking estate planning, asset protection, and related legal services. With operational and administrative support built in, you can spend more of your time where it matters most: advising clients and delivering high-quality legal counsel.

Why Attorneys Are Interested

• Pre-qualified clients provided — no marketing spend, no cold outreach, no need to generate your own pipeline.
• Administrative support included — our team helps streamline the process with operational support, including document coordination and related case assistance.
• Grow revenue without adding overhead — expand your practice and serve more clients without increasing internal staffing or back-office burden.
• Flexible integration with your existing practice — complement your current workload while maintaining professional independence.
• Efficient, client-focused process — work within a structured model designed to support a smooth experience for both attorney and client.

Your Role

• Provide legal services in estate planning, business formation, and asset protection for referred clients.
• Counsel clients on strategies to protect assets, preserve wealth, and secure their legacy.
• Collaborate with a support team to help ensure cases move efficiently and clients receive a high level of service.

Ideal Background

We are seeking attorneys who have:

• A Juris Doctor (JD) from an accredited law school.
• Active bar admission and good standing in the state(s) where they are applying.
• At least 3 years of experience in estate planning, asset protection, or business formation.
• An existing solo practice or small firm environment that can integrate this opportunity effectively.
• Familiarity with special needs planning or Medicaid planning is highly preferred.
• Licensure or reciprocity in neighboring states is a plus.

What You Gain

• A steady source of potential new business without the usual acquisition costs.
• Support that reduces administrative friction and improves efficiency.
• The ability to increase revenue while remaining focused on billable, high-value legal work.
• A professional opportunity that complements and strengthens your current practice.

If you are looking for a smart way to expand your practice, add clients, and improve profitability without the usual headaches, this may be an excellent fit.

Apply today to learn more about joining our growing network of estate planning attorneys.

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