Overview
This part-time, virtual role supports an independent estate planning attorney in Texas. Work is conducted remotely, with intake-complete, pre-qualified clients. The organization coordinates client intake, scheduling, and plan delivery logistics so the attorney can focus on legal work.
Responsibilities
- Provide legal services for estate planning documents, including wills, trusts, and powers of attorney
- Advise clients virtually and conduct consultations based on the attorney’s availability
- Manage client follow-ups and ongoing service as needed
- Utilize independent professional judgment in the attorney-client relationship
- Support document delivery, including coordination steps such as printing, deed retrieval, and delivery scheduling
- Coordinate plan delivery through trained notaries
- Provide trust funding guidance and beneficiary review
Compensation & Benefits
- Compensation is based on per-plan fees determined by complexity, starting at $400 per plan
- Weekly payment schedule
- Estimated base-rate earnings at 1–3 plans per week: about $400 to $1,200 per week (more complex plans pay more)
- No guaranteed number of plans; volume varies by market and is not assured
- No lead costs, marketing fees, or buy-in required
- Out-of-pocket expense: existing malpractice coverage
Caseload & Flexibility
- Many network attorneys receive 3–5 plans per week
- Availability is set by the attorney and can be adjusted at any time based on the attorney’s caseload
- Consultations are conducted virtually on the attorney’s schedule
Requirements
- J.D. from an accredited law school
- Active bar license in good standing
- Comfort advising clients virtually
- Existing malpractice insurance
Preferred Qualifications
- Multi-state licensure (a plus, not required)
Additional Notes on Engagement
- The attorney maintains control of the attorney-client relationship and exercises full independent professional judgment
- The model is structured to comply with bar rules on third-party engagements and fee splitting prohibitions
- The attorney maintains malpractice coverage; the organization covers all other costs
Location
Application
- Submit a current resume; follow-up is expected within 48 hours.