Estate and Document Attorney

Job Description

Join our tax and wealth management teams, providing estate planning support on a flexible, non-exclusive basis. Engage with clients through virtual or in-person meetings to assess their estate planning needs. Utilize your expertise to draft necessary documents, either through your own methods or by using our templates. Keep abreast of changes in state laws to provide the most effective counsel. Benefit from access to a well-established client base, working with households averaging $1 million to $10 million in assets.

Qualifications

1. Must be licensed to practice law in the relevant state. 2. Consideration given to entry-level attorneys. 3. Capable of conducting client meetings virtually; in-person availability required for document execution. 4. Possess excellent written and verbal communication abilities. 5. Display innovation and creativity in approach. 6. Demonstrate leadership and decisiveness. 7. Exhibit strong time management and organizational skills. 8. Possess collaborative skills to develop strategies, leveraging input from tax, business, and financial advisors.

Benefits

- Uncapped earning potential, correlated with client density in your service area. - Non-exclusive arrangement allows you to work with other firms or continue personal practice development. - Leverage Vertis as a valuable referral source to expand your professional network. - Gain exposure to financial planning principles and practices. - Enjoy a flexible work schedule tailored to your needs.