Estate and Document Attorney

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

📋 Description

• Accept hand-offs 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.

• Compose estate planning documents using your preferred methods or our provided templates.

• Remain informed about the latest state 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.

• We provide you with clients since they are already part of our network!

⛳️ Requirements

• Must hold a valid license in the specified state.

• Entry-level attorneys will be considered.

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

• Exceptional written and verbal communication skills.

• Innovative and creative thinking.

• Ability to lead and make decisive choices.

• Strong time management and organizational skills.

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

🏝️ Benefits

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

• Non-exclusive arrangement. You are free to collaborate 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.