Estate and Document Attorney

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

📋 Description

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

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

• Keep 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 possess a license in the specified state.

• Entry-level attorneys will be considered.

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

• Exceptional written and verbal communication skills.

• Innovative and creative mindset.

• Ability to lead and make decisive choices.

• Strong time management and organizational skills.

• Collaborative abilities to integrate 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 arrangement. You are free to collaborate with other law firms or continue growing your own practice.

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

• Opportunity to gain exposure to financial planning.

• Flexible work schedule.