Estate and Document Attorney

Job Description 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. Principle Duties • 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. • Typical work product includes revocable living trusts, wills, powers of attorney, healthcare directives, deeds, LLCs. • 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 • We give you clients because they are already our clients! Requirements • Must be licensed in the posted state. Entry level attorneys will be considered. • Can conduct client meetings virtually, but must be able to meet clients to oversee document execution. We can help identify conference room space if necessary. • 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. 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 Salary: $250-350/hr Originally posted on Himalayas