Estate and Document Attorney

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

📋 Description

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

• Receive referrals from Legal Directors to deliver estate planning services to clients.

• Engage with clients virtually or in-person to assess their estate planning requirements.

• Prepare estate planning documents utilizing personal methods or established templates.

• Keep abreast of the most recent state laws.

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

⛳️ Requirements

• Must hold a license in the specified state.

• Entry-level attorneys are welcome to apply.

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

• Strong written and verbal communication skills.

• Innovative and creative mindset.

• Ability to take the lead and make decisive choices.

• Proficient in time management and organizational skills.

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

🏝️ Benefits

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

• Non-exclusive arrangement; you can collaborate with other law firms or continue to develop your own practice.

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

• Opportunity to gain exposure to financial planning.

• Flexible work schedule.