Estate and Document Attorney

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

📋 Description

• Handle transitions from our Legal Directors to deliver estate planning services to our clientele.

• Engage with clients through virtual meetings or face-to-face consultations to assess their estate planning requirements.

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

• Create estate planning documents utilizing your personal methods or by employing our document templates.

• Remain informed about the latest state regulations.

• Collaborate with our team of approachable professionals.

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

⛳️ 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 be available to meet clients for document execution oversight.

• Outstanding written and verbal communication abilities.

• Innovative and imaginative mindset.

• Capacity to lead and make decisive choices.

• Strong time management and organizational skills.

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

🏝️ Benefits

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

• Not exclusive; you may partner with other law firms or continue to grow your own practice.

• Vertis can serve as an excellent referral source to enhance your business.

• Gain exposure to financial planning.

• Enjoy a flexible schedule.