Estate and Document Attorney

Vertis Wealth • Albuquerque, NM

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. Client work is referred by Legal Directors, with an established book of business consisting of households whose average client assets range from $1 million to $10 million. Clients are already Vertis clients.

The attorney may conduct client meetings virtually or in person, but must be able to meet clients to oversee document execution. Vertis can help identify conference room space if needed. The attorney may draft estate planning documents using their own methods or Vertis templates and is expected to stay current with state laws. The role offers a flexible schedule and hourly compensation of $250–$350, with uncapped earning potential based on client density in the attorney’s area. It 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; client meetings may otherwise be conducted virtually.
• Excellent written and verbal communication skills.
• Innovative and creative approach.
• Ability to lead and make decisions.
• Strong time-management and organizational skills.
• Collaborative skills, including the ability to turn ideas into strategies with tax, business, and financial advisors.
• 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, which may include revocable living trusts, wills, powers of attorney, healthcare directives, deeds, and LLCs.
• Draft documents using personal methods or company templates.
• Stay up to date with the latest state laws.
• Collaborate with the company’s professionals and client advisors.

Benefits

• Hourly compensation of $250–$350.
• Uncapped earning potential based on client density in the area.
• Non-exclusive arrangement; may work with other law firms or continue building a private practice.
• Potential referral source to expand legal work.
• Exposure to financial planning.
• Flexible schedule.

What This Job Offers

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