Estate Planning Attorney - (Remote)

Overview

This opportunity is for licensed attorneys specializing in Estate Planning to provide freelance legal services through an innovative legal services marketplace. The platform connects clients with qualified attorneys for on-demand legal advice and support, focusing on wills, trusts, powers of attorney, and probate work.

Responsibilities

• Prepare estate planning documents including wills, trusts, and related legal instruments.
• Guide clients through estate law, probate procedures, and estate administration.
• Provide succession planning advice to individuals and families.
• Communicate clearly and effectively with clients during consultations.
• Manage client engagements independently in a remote work environment.

Requirements

• Active Bar admission and good standing in Vermont.
• Expertise in estate planning, wills, trusts, probate, and related areas.
• Strong written and oral communication skills.
• Ability to work independently with effective time management.
• Malpractice insurance or willingness to disclose if not carried.
• Prior client-facing experience preferred but not mandatory.

Platform Features and Benefits

• Integrated video conferencing with live transcription for client consultations.
• AI-powered scoping engine that generates detailed reports including pricing, deadlines, and deliverables.
• Escrow payment protection ensuring funds are secured and released upon milestone completion.
• Ability to create and list personalized service packages with custom terms and pricing.
• Option to sell reusable legal templates and documents for passive income.
• Access to over 800 ready-made legal templates and documents.
• Built-in price quotation tools for structured quotes and shareable links.
• Separate handling of disbursement fees with direct client payments to attorneys.
• Dashboard to monitor consultations, messages, earnings, sales, and pipeline.

Compensation

• Attorneys set their own rates and retain 100% of legal fees.
• The platform manages technology, client matching, and administrative tasks.
• Payments are made directly to the attorney’s Stripe account.
• This is a freelance platform, not a traditional employment role—no salary, no fixed hours, no office.

Location

• Must be licensed to practice law in Vermont.

How to Proceed

Attorneys with expertise in estate planning interested in providing freelance legal services through this platform are encouraged to register and be prepared to receive client engagements.