Estate and Document Attorney

Vertis Wealth • Tuscaloosa, AL

1d • Remote

About The Position

This position is for an attorney to join the tax and wealth management teams, focusing on estate planning services for clients on a non-exclusive basis. The attorney will work directly with clients, leveraging support from internal Legal Directors and other professionals. Key responsibilities include receiving client hand-offs from Legal Directors, conducting virtual or in-person meetings to ascertain estate planning needs, and drafting a variety of estate planning documents such as revocable living trusts, wills, powers of attorney, healthcare directives, deeds, and LLCs. The role allows for the use of personal drafting methods or company templates and requires staying current with state laws. The attorney will engage with an established client base, serving households with average assets ranging from $1 million to $10 million, as clients are provided by the company.

Requirements

• Must be licensed in the posted state.
• Can conduct client meetings virtually, but must be able to meet clients to oversee document execution.
• Excellent written and verbal communication skills
• Innovative and creative
• Ability to lead and be decisive
• Time management and organization
• Collaborative skills to accept and turn ideas into strategies with help of tax, business, and financial advisors.

Responsibilities

• Receive hand-offs from our Legal Directors to provide estate planning services for our clients.
• Meet virtually or in-person with clients to confirm estate planning needs.
• Typical work product includes revocable living trusts, wills, powers of attorney, healthcare directives, deeds, LLCs.
• Draft estate planning documents using your own methods or use our document templates.
• Stay up-to-date with the latest state laws.
• Work with our team of friendly professionals.
• Work with an established book of business: Households with average client assets from $1 million to $10 million
• We give you clients because they are already our clients!

Benefits

• Compensation: $250-$350 hourly
• Uncapped earning potential based on client density in your area
• Not exclusive. You can work with other law firms or continue to build your own. Vertis can be a great referral source to expand your work.
• Exposure to financial planning
• Flexible schedule

What This Job Offers

• Career Level: Entry Level
• Education Level: Ph.D. or professional degree