Estate and Document Attorney

atVertis WealthRemoteUS flagNew HampshireFreelanceAttorneyMid-levelSenior$250 – $350/hour

Posted Jul 26

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

📋 Description

• Receive 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.

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

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

• Stay informed about the latest state laws and regulations.

• 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 possess a valid license in the specified state.

• Entry-level attorneys are welcome to apply.

• Capable of conducting client meetings virtually, but must also be available for in-person meetings to oversee document execution.

• Exceptional written and verbal communication abilities.

• Innovative and creative thinking skills.

• Strong leadership qualities and decisiveness.

• Excellent time management and organizational skills.

• Collaborative aptitude 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.

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

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

• Gain exposure to financial planning.

• Enjoy a flexible schedule.

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