Estate and Document Attorney

Estate and Business Attorney

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.

- Excellent written and verbal communication skills

- Innovative and creative

- E&O insurance required

- 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

Salary: 250-350/hr
Originally posted on Himalayas