Lawyer advising on commercial lending and overdraft products for Business Banking. Supporting growth and innovation across digital channels with BCB.
About the role
- Estate Planning Attorney focusing on providing legal services for pre-qualified clients. Joining a nationwide attorney network with hands-free administrative support and flexible working arrangements.
Responsibilities
- Provide legal services in estate planning, business formation, asset protection, and Medicaid or special needs planning
- Review and advise on client intake data and documents gathered by our team
- Conduct thorough client consultations (mostly by Zoom) and provide accurate, personalized legal guidance
- Partner with our in-house support staff to deliver a turnkey client experience
Requirements
- Juris Doctor (J.D.) from an accredited law school
- Active state bar license in good standing
- Minimum 3 years’ experience in estate planning or related roles
- Medicaid asset protection and special needs planning experience is required
- Ability to independently onboard and manage clients
- Multi-state licensure or reciprocity strongly preferred
Benefits
- No-cost client acquisition—stop spending time and money on marketing
- Hands-free administrative support for non-billable tasks
- Earn more and stress less with high-value work and fewer distractions
- Complete freedom and flexibility—set your schedule and workload
- Access to a peer network for professional growth and referrals
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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