Estate and Document Attorney

Vertis Wealth • Cheyenne, WY

1d • $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 existing clients and have access to internal Legal Directors and other professionals. Legal Directors provide client hand-offs, and the attorney meets with clients virtually or in person to confirm their estate planning needs. Typical work includes revocable living trusts, wills, powers of attorney, healthcare directives, deeds, and LLCs. The attorney may draft documents using their own methods or Vertis’s templates and is expected to stay up to date with the latest state laws. The role includes working with an established book of business, consisting of households with average client assets of $1 million to $10 million. Vertis provides clients who are already its clients. Client meetings may be virtual, but the attorney must be able to meet clients to oversee document execution; conference room space can be identified if needed. The position 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 choices.
• Strong time-management and organizational skills.
• Collaborative skills, including the ability to accept ideas and develop them 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 and provide estate planning services.
• 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 estate planning documents using personal methods or company templates.
• Stay up to date with state laws.
• Collaborate with Legal Directors and other tax, business, and financial professionals.
• Meet clients in person when necessary 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 permitting 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: No Education Listed