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Legacy Assurance Plan Jobs (NOW HIRING)

Photon

QA Lead - QA Automation - NJ

Jersey City, NJ · On-site

... plan along with the project team by coordinating with multiple legacy teams. * Participate in scrum ... Coordinate with offshore QA team and onsite team to track the execution status communicate to ...

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How much do legacy assurance plan jobs pay per hour?

As of Aug 7, 2026, the average hourly pay for legacy assurance plan in the United States is $44.87, according to ZipRecruiter salary data. Most workers in this role earn between $36.54 and $54.57 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in the legacy assurance plan position, and why are they important?

To thrive in a Legacy Assurance Plan Specialist role, you’ll need a solid understanding of estate planning, insurance products, and financial regulations, often supported by a background in finance or legal studies. Familiarity with customer relationship management (CRM) software, insurance policy quoting platforms, and relevant certifications such as a Life & Health Insurance License are typical requirements. Outstanding interpersonal communication, discretion, and organizational skills help professionals excel in sensitive client interactions and detailed planning processes. These qualities enable you to provide thoughtful, compliant solutions that protect clients’ legacies and build long-term trust.

What are the main challenges faced by professionals working in legacy assurance plan roles?

One of the main challenges in a Legacy Assurance Plan position is navigating complex client family dynamics and varied financial objectives to create tailored solutions. Professionals must also stay up-to-date on evolving tax laws, estate regulations, and insurance products to ensure clients’ plans remain compliant and effective. You’ll frequently need to balance detailed administrative work with empathetic, client-facing conversations about sensitive or emotional topics. This dynamic environment rewards adaptability, ongoing professional development, and the ability to communicate complex concepts in a clear and reassuring manner.

What is a legacy assurance plan?

A Legacy Assurance Plan job typically involves assisting clients with end-of-life planning, including funeral funding, estate preservation, and ensuring financial security for loved ones. Employees in this role may educate and guide individuals on their options, helping them make informed decisions about their legacy. The job often includes sales, customer service, and consulting responsibilities. Strong communication skills and a background in financial services or insurance can be beneficial.

More about Legacy Assurance Plan jobs
What are the most commonly searched types of Legacy Assurance Plan jobs? The most popular types of Legacy Assurance Plan jobs are:
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Legacy Assurance Plan jobs near you
Infographic showing various Legacy Assurance Plan job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 21% Part Time, and 5% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $93,338 per year, or $44.9 per hour.

Estate Planning Attorney - Contract, Part Time

United Placement Group

Kansas City, KS • On-site

Full-time

Posted 14 days ago

Job description

Legacy Assurance Plan connects experienced estate planning attorneys with pre-qualified clients who have already completed intake - no marketing spend, no cold prospecting, and full administrative support so you can focus on billable legal work.

Why attorneys work with us

  • Clients delivered with intake complete - meet only with prospects who are ready to move forward
  • No marketing costs - all client acquisition and appointment scheduling handled for you
  • Full back-office support - dedicated staff manage document prep, deed retrieval, scheduling, and follow-ups
  • Build your client list and referral base with no added fees
  • Flexible - layer this into your existing practice part-time or full-time, on your own schedule
  • Access to a nationwide network of estate planning attorneys for referrals and collaboration

What you'll do

  • Deliver estate planning, business formation, asset protection, and Medicaid/special needs planning services
  • Review client intake data and documents prepared by our team, then provide tailored legal advice
  • Conduct client consultations (primarily via Zoom) and oversee each matter through completion with staff support

Requirements

  • J.D. from an accredited law school
  • Active bar license in good standing in [state]
  • Must currently reside in [state] and hold an active license to practice there
  • Minimum 3 years of experience in estate planning or a closely related practice area
  • Demonstrated experience in Medicaid asset protection and special needs planning
  • Multi-state licensure or reciprocity strongly preferred

Apply with your current resume and a brief note on your bar licensure(s) and primary practice focus.

Apply