Estate and Document Attorney

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

📋 Description

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

• Conduct virtual or in-person meetings with clients to ascertain their estate planning requirements.

• Common deliverables include revocable living trusts, wills, powers of attorney, healthcare directives, deeds, and LLCs.

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

• Stay informed about the most recent state laws.

• 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 are welcome to apply.

• Can conduct client meetings virtually but must be available to meet clients for document execution supervision.

• Exceptional written and verbal communication skills.

• Innovative and creative mindset.

• Capable of leading and making decisive choices.

• Strong time management and organizational skills.

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

🏝️ Benefits

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

• Not exclusive; you can collaborate with other law firms or continue developing your own practice.

• Vertis can serve as a valuable referral source to broaden your client base.

• Gain exposure to financial planning.

• Enjoy a flexible schedule.