Solo or Small Practice Estate Planning Attorney - No Cost Client Introduction

About this role

Solo Estate Planning Attorney? Grow Your Practice Without Chasing Clients
Are you a solo or small-firm estate planning attorney who’s tired of wearing every hat—marketer, intake coordinator, office manager, and lawyer? If you’d rather spend your time advising clients instead of worrying about where the next one will come from, this could be a great fit.
We’re looking for experienced estate planning attorneys to join our Network Attorney program, where we handle client acquisition and back-office support so you can focus on delivering high-quality legal work.
Why Attorneys Love This Model
Consistent new clients each week introduced to your practice
No-cost client acquisition – we handle the marketing and outreach
Full back-office support (intake, scheduling, document support) from marketing through delivery
Control over your schedule – plug this into your practice at the level you choose
100% virtual/telephonic consultations possible for maximum flexibility
Direct weekly payments – no invoicing or collections hassle
What You’ll Do
Provide estate planning consultations to pre-qualified clients
Draft and review estate planning documents consistent with our program standards
Conduct virtual or in-office signings as appropriate in your jurisdiction
Maintain professional communication and timely turnaround on client matters
What We’re Looking For
Licensed attorney in good standing, focused on estate planning
Solo or small firm practitioner looking to grow or stabilize their client flow
Experience with wills, trusts, POAs, and related planning documents
Strong client communication skills and commitment to quality work
Ability to integrate our systems and processes into your existing workflow
This May Not Be a Fit If
You are not currently practicing estate planning
You are unable to take on additional client matters
You prefer to manage your own marketing and intake exclusively
Ready to Explore the Opportunity?
If partnering for steady, qualified estate planning clients and full support from marketing to delivery aligns with your goals, we’d like to hear from you.