Estate and Document Attorney

Role Overview

• Assist tax and wealth management teams with estate planning on a non-exclusive basis.
• Meet virtually or in-person with clients to confirm estate planning needs.
• Draft estate planning documents using your own methods or use provided document templates.
• Stay up-to-date with the latest state laws.
• Work with an established book of business: Households with average client assets from $1 million to $10 million.

Requirements

• Must be licensed in the posted state.
• Entry level attorneys will be considered.
• 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