Estate and Document Attorney

This is a fully remote position, open to applicants in Alabama.

📋 Description

• Receive assignments from our Legal Directors to deliver estate planning services to our clients.

• Engage with clients virtually or in-person to ascertain their estate planning requirements.

• Typical deliverables include revocable living trusts, wills, powers of attorney, healthcare directives, deeds, and LLCs.

• Create estate planning documents using your preferred methods or utilize our document templates.

• Keep abreast of the latest state regulations.

• Collaborate with our team of approachable professionals.

• Manage an established clientele: Households with average client assets ranging from $1 million to $10 million.

• We provide you with clients since they are already part of our portfolio!

⛳️ Requirements

• Must hold a license in the specified state.

• Entry-level attorneys will be considered.

• Capable of conducting client meetings virtually, but must also be available to meet clients for document execution oversight.

• Exceptional written and verbal communication skills.

• Innovative and creative thinker.

• Ability to take the lead and make decisive choices.

• Strong time management and organizational skills.

• Collaborative skills to transform ideas into strategies with the support of tax, business, and financial advisors.

🏝️ Benefits

• Unlimited earning potential based on client density in your region.

• Non-exclusive arrangements; you can collaborate with other law firms or continue building your own practice.

• Vertis can serve as a valuable referral source to enhance your work opportunities.

• Gain exposure to financial planning.

• Enjoy a flexible work schedule.