Estate and Document Attorney

Vertis Wealth • Odessa, TX

14d • $250 - $350

About The Position

We are looking for an attorney to assist our tax and wealth management teams with estate planning on a non-exclusive basis. The attorney will work directly with clients and have access to internal Legal Directors and other professionals. The role involves serving an established book of business consisting of households with average client assets of $1 million to $10 million; clients are referred because they are already clients of the organization. Client meetings may be virtual or in person, but the attorney must be able to meet clients to oversee document execution. Conference room space can be identified if necessary. Attorneys may draft documents using their own methods or the organization's templates. The position offers a flexible schedule and is non-exclusive, allowing the attorney to work with other law firms or continue building their own practice.

Requirements

• Must be licensed in the posted state.
• 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.
• Strong time-management and organizational skills.
• Collaborative skills, including the ability to accept and develop ideas into strategies with support from tax, business, and financial advisors.

Responsibilities

• Receive hand-offs from Legal Directors to provide estate planning services to clients.
• Meet virtually or in person with clients to confirm their estate planning needs.
• Prepare estate planning work products, including revocable living trusts, wills, powers of attorney, healthcare directives, deeds, and LLCs.
• Draft estate planning documents using personal methods or the organization's document templates.
• Stay up to date with the latest state laws.
• Work collaboratively with the organization's professionals.
• 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; may work with other law firms or continue building an independent practice.
• Opportunity to gain exposure to financial planning.
• Flexible schedule.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed