Estate and Document Attorney
About The Position
Vertis is seeking an attorney to provide estate planning services to clients referred by its tax and wealth management teams on a non-exclusive basis. The attorney will work directly with clients and collaborate with internal Legal Directors and other professionals. The established client base consists of households with average client assets of $1 million to $10 million. The attorney will meet clients virtually or in person to confirm their estate planning needs and prepare documents such as revocable living trusts, wills, powers of attorney, healthcare directives, deeds, and LLCs. Documents may be drafted using the attorney’s own methods or Vertis templates. The attorney must be able to meet clients to oversee document execution; conference room space can be identified if needed. The role offers a flexible schedule, hourly compensation, and the ability to work with other law firms or continue building an independent practice.
Requirements
- Must be licensed in the posted state.
- Entry-level attorneys will be considered.
- Must be able to meet clients to oversee document execution.
- Excellent written and verbal communication skills.
- Innovative and creative approach.
- Ability to lead and make decisive choices.
- Strong time-management and organizational skills.
- Collaborative skills, including the ability to develop ideas into strategies with tax, business, and financial advisors.
Responsibilities
- Provide estate planning services to clients referred by Legal Directors.
- Meet with clients virtually or in person to confirm their estate planning needs.
- Prepare estate planning documents, including revocable living trusts, wills, powers of attorney, healthcare directives, deeds, and LLCs.
- Draft documents using personal methods or company templates.
- Stay up to date with applicable state laws.
- Collaborate with Legal Directors and tax, business, and financial advisors.
- Meet clients as needed to oversee document execution.
Benefits
- Hourly compensation of $250–$350.
- Uncapped earning potential based on client density in the attorney’s area.
- Non-exclusive arrangement allowing work with other law firms or continuation of an independent practice.
- Potential referral source to expand the attorney’s work.
- Exposure to financial planning.
- Flexible schedule.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
