Estate and Document Attorney at Vertis Wealth in Remote

Job Description

We are looking for an attorney to assist our tax and wealth management teams with estate planning on a non-exclusive basis. You will be working directly with our clients and will have access to our team of internal Legal Directors and other professionals.

Principle Duties

• Receive hand-offs from our Legal Directors to provide estate planning services for our clients.

• Meet virtually or in-person with clients to confirm estate planning needs.

• Typical work product includes revocable living trusts, wills, powers of attorney, healthcare directives, deeds, LLCs.

• Draft estate planning documents using your own methods or use our document templates.

• Stay up-to-date with the latest state laws.

• Work with our team of friendly professionals.

• Work with an established book of business: Households with average client assets from $1 million to $10 million

• We give you clients because they are already our clients!

Requirements

• Must be licensed in the posted state. Entry level attorneys will be considered.
• Can conduct client meetings virtually, but must be able to meet clients to oversee document execution. We can help identify conference room space if necessary.
• Excellent written and verbal communication skills
• Innovative and creative
• Ability to lead and be decisive
• Time management and organization
• Collaborative skills to accept and turn ideas into strategies with help of tax, business, and financial advisors.

Benefits

• Compensation: $250-$350 hourly
• Uncapped earning potential based on client density in your area
• Not exclusive. You can work with other law firms or continue to build your own. Vertis can be a great referral source to expand your work.
• Exposure to financial planning
• Flexible schedule