Estate and Document Attorney

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

📋 Description

• Support our tax and wealth management teams in estate planning on a non-exclusive basis.

• Engage directly with clients 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 own techniques or our provided templates.

• Keep informed about the latest state legislation.

• Collaborate with our team of approachable professionals.

• Manage an established portfolio of 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.

• Exceptional written and verbal communication abilities.

• Innovative and creative mindset.

• Capability to lead and make decisive choices.

• Strong time management and organizational skills.

• Collaborative aptitude to transform 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 building your own practice.

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

• Opportunity to gain exposure to financial planning.

• Flexible scheduling options.