• Act as the primary point of contact for clients, ensuring timely and accurate delivery of legal entity management services. • Maintain accurate records of client information and ensure all documentation is up to date and complete. • Monitor and manage legal compliance requirements for clients, including annual filings and other regulatory requirements. • Coordinate with internal teams and external service providers to ensure timely delivery of services. • Develop and maintain relationships with clients to understand their needs and provide customized solutions. • Provide guidance to clients on legal entity management best practices. • Support the development and implementation of new services and processes to improve the client experience.

• Act as the primary point of contact for clients, ensuring timely and accurate delivery of legal entity management services. • Maintain accurate records of client information and ensure all documentation is up to date and complete. • Monitor and manage legal compliance requirements for clients, including annual filings and other regulatory requirements. • Coordinate with internal teams and external service providers to ensure timely delivery of services. • Develop and maintain relationships with clients to understand their needs and provide customized solutions. • Provide guidance to clients on legal entity management best practices. • Support the development and implementation of new services and processes to improve the client experience.

• Act as the primary point of contact for clients, ensuring timely and accurate delivery of legal entity management services. • Maintain accurate records of client information and ensure all documentation is up to date and complete. • Monitor and manage legal compliance requirements for clients, including annual filings and other regulatory requirements. • Coordinate with internal teams and external service providers to ensure timely delivery of services. • Develop and maintain relationships with clients to understand their needs and provide customized solutions. • Provide guidance to clients on legal entity management best practices. • Support the development and implementation of new services and processes to improve the client experience.

Role Description Most estate planning attorneys lose 40–60% of their time to non-billable work—marketing, intake, scheduling, and paperwork. In this role, you meet only with prepared, pre-qualified clients, while our team handles everything before and after the consultation so you can focus on high‑value legal work. What you’ll do - Provide estate planning, asset protection, Medicaid/special needs planning, and business formation services. - Review pre-collected intake documents and conduct thorough client meetings. - Deliver practical, personalized legal strategies supported by a dedicated back‑office team. Why attorneys partner with us - No marketing—ever; we handle all client acquisition, intake, and scheduling. - Turnkey back office that dramatically cuts non‑billable time. - Ready-to-engage clients who have completed intake and are prepared to move forward. - Flexible, remote work that fits around your existing practice and caseload. Qualifications - Active bar license in good standing; multi-state licensure preferred. - 3+ years of estate planning experience, including Medicaid asset protection. - Comfortable managing cases independently and conducting virtual consultations. - Tax planning, business formation, and special needs planning experience are a plus; bilingual ability is valued. How to apply Submit your resume and a brief note with your state bar licensure(s) and practice focus. Qualified candidates will be contacted for a confidential conversation.