Estate Planning Attorney - New Year, New Growth: Pre-Qualified Clients
Company:United Placement Group
Location:United States
Languages:English
Seniority level:Senior, 3+ years
Experience:3+ years
Requirements:
J.D. from an accredited law school. Active bar license in good standing in at least one U.S. state. Minimum 3 years of experience in estate planning or closely related practice areas. Demonstrated experience in Medicaid asset protection and special needs planning. Ability to independently onboard, advise, and manage clients. Multi-state licensure or reciprocity strongly preferred.
Responsibilities:
Deliver estate planning, business formation, asset protection, and Medicaid/special needs planning services. Review client intake data and documents and provide tailored legal advice. Conduct client consultations (primarily via Zoom) and oversee matters to completion with staff support.
