Estate and Document Attorney
Required skills
- licensed
- state law
- client meetings
- document execution
- collaborative skills
Nice to have
- tax
- wealth management
- financial planning
- document templates
Role summary
Seeking an attorney to provide estate planning services for tax and wealth management clients. Responsibilities include client meetings, drafting estate planning documents (wills, trusts, POAs, etc.), and staying current with state laws. This role involves working with a book of business with clients holding $1M-$10M in assets. The position offers flexible scheduling and uncapped earning potential, with the possibility of referrals from an established client base. Entry-level attorneys will be considered if licensed in the state.
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
