Estate and Document Attorney

📋 Description

• Accept hand-offs from our Legal Directors to deliver estate planning services for our clients.

• Conduct virtual or in-person meetings with clients to assess their estate planning requirements.

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

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

• Keep informed about the most recent state laws.

• Collaborate with our team of approachable professionals.

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

⛳️ Requirements

• Must hold a license in the specified state and/or in New Jersey.

• Entry-level attorneys will be considered for this position.

• Strong written and verbal communication abilities.

• Innovative and creative mindset.

• E&O insurance is mandatory.

• Capability to lead and make decisive choices.

• Strong time management and organizational skills.

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

🏝️ Benefits

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

• Non-exclusive environment. You have the freedom to collaborate with other law firms or continue developing your own practice.

• Vertis can serve as an excellent referral source to broaden your professional reach.

• Gain exposure to financial planning.

• Enjoy a flexible schedule.