Estate Planning Attorney Remote Consults No Marketing at United Placement Group | Torre
Estate Planning Attorney Remote Consults No Marketing
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United Placement Group

Estate Planning Attorney Remote Consults No Marketing

United Placement Group
Emma
Emma
You'll empower clients with expert estate planning advice, focusing on high-value counsel.
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Freelance
Recurrent

USD75.4K - 100K/year

~COP150M - 200M/year

+ Equity

+ Bonuses

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Remote (for United States residents)
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Emma of Torre.ai
 19 days ago

Requirements and responsibilities

Tired of constant prospecting, marketing spend, and practice overhead just to stay busy? This role lets you focus on advising clients, not chasing them or running an office.We are a long‑established estate planning services company seeking an experienced Estate Planning Attorney to provide estate planning advice to pre‑engaged clients in the 55+ market. You step into a steady flow of no‑cost introductions, with full administrative and back‑office support. Our office handles most of the client education and intake before you meet with them, so your time is spent on higher‑value counsel and document work.What You DoConduct estate planning consultations with clients referred through our programReview family, asset, and planning goals and recommend appropriate solutionsDraft or review core estate planning documents (wills, trusts, POAs, directives)Coordinate with our internal team to finalize documents and implementationProvide clear, practical guidance in plain languageWhat You GetWarm, pre‑qualified client meetings (no marketing or lead generation required)No need to manage staff, overhead, or practice administrationOffice team performs most education and intake; you focus on legal adviceProfessional support for deed retrieval, document execution, and follow‑upFlexible scheduling optionsCompetitive, contracted compensation per case/engagementWhat You BringLicensed attorney in good standing in [state or states served]3+ years of experience in estate planning (drafting and counseling)Strong communication skills and comfort working with the 55+ demographicAbility to explain complex concepts in clear, client‑friendly termsProfessionalism, reliability, and respect for client time and confidentialityIf you would rather spend your time providing high‑quality estate planning advice instead of worrying about business development and overhead, we would like to speak with you.To apply: Please submit your resume and a brief note describing your estate planning experience and current availability.
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