Estate and Document Attorney

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

📋 Description

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

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

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

• Prepare estate planning documents utilizing your preferred methods or our standardized templates.

• Keep informed about the latest state legislation.

• Collaborate with our team of approachable professionals.

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

• We provide you with clients as they are already associated with us!

⛳️ Requirements

• Must hold a license in the specified state.

• Entry-level attorneys are welcome to apply.

• Capable of conducting client meetings virtually but must also meet clients in person to supervise document execution.

• Strong written and verbal communication abilities.

• Innovative and creative mindset.

• Proven ability to lead and make decisive choices.

• Excellent time management and organizational skills.

• Collaborative skills to incorporate ideas into strategies alongside tax, business, and financial advisors.

🏝️ Benefits

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

• Non-exclusive opportunities. You can collaborate with other law firms or continue to grow your own practice.

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

• Gain exposure to financial planning.

• Enjoy a flexible schedule.