Estate and Document Attorney

Vertis Wealth • Lansing, MI

20h • Remote

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. You will be working directly with our clients and will have access to our team of internal Legal Directors and other professionals. We give you clients because they are already our clients! Work with an established book of business: Households with average client assets from $1 million to $10 million.

Requirements

• Must be licensed in the posted state.
• Must be available for client meetings to sign documents in the posted state.
• Excellent written and verbal communication skills
• Innovative and creative
• E&O insurance required
• 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.

Nice To Haves

• Typical work product includes revocable living trusts, wills, powers of attorney, healthcare directives, deeds, LLCs.

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.
• 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.

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: No Education Listed