Estate and Document Attorney

Vertis Wealth • Troy, MO

14d • $250 - $350

About The Position

Vertis is seeking an attorney to assist its 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 includes receiving client hand-offs from Legal Directors, meeting with clients virtually or in person to confirm their estate planning needs, and preparing estate planning documents. Attorneys may use their own drafting methods or Vertis document templates. The position serves an established book of business, with average household client assets of $1 million to $10 million. The attorney must be able to meet clients to oversee document execution; conference room space can be identified if needed. The work 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.
• Excellent written and verbal communication skills.
• Innovative and creative approach.
• Ability to lead and make decisive judgments.
• Strong time management and organizational skills.
• Collaborative skills to develop ideas into strategies with tax, business, and financial advisors.
• Must be able to meet clients to oversee document execution.

Nice To Haves

• Entry-level attorneys will be considered.

Responsibilities

• Receive client hand-offs from Legal Directors to provide estate planning services.
• Meet virtually or in person with clients to confirm their estate planning needs.
• Draft estate planning documents, using personal methods or company templates.
• Stay up to date with the latest state laws.
• Work collaboratively with the company'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 that allows work with other law firms or continued development of the attorney's own practice.
• Potential referral source to expand the attorney's work.
• Exposure to financial planning.
• Flexible schedule.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Ph.D. or professional degree