Estate and Document Attorney

Role Overview

• 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

• 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