Estate and Document Attorney

Vertis Wealth • Birmingham, AL

1d • Hybrid

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. The role involves receiving hand-offs from Legal Directors to provide estate planning services, meeting with clients virtually or in-person to confirm estate planning needs, and drafting typical estate planning documents such as revocable living trusts, wills, powers of attorney, healthcare directives, deeds, and LLCs. The attorney can use their own methods or company templates and must stay up-to-date with the latest state laws. The position also involves working with an established book of business, serving households with average client assets 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.
• 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

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