Estate and Document Attorney

Vertis Wealth, LLC; Concord (NH); Hybrid; USD 344,000 - 482,000; Full time

Benefits offered by this job

Flexible schedule

Uncapped earning potential

Not exclusive; continue to work with其他

Job summary

Vertis Wealth, LLC is seeking an attorney on a non-exclusive basis to support our tax and wealth management teams with estate planning. You will work directly with clients and collaborate with Legal Directors and other professionals to craft comprehensive plans.

Responsibilities include taking hand-offs, meeting clients virtually or in person, drafting revocable living trusts, wills, powers of attorney, healthcare directives, and related documents, while staying current with state law changes.

Qualifications

• Licensed attorney in NH; entry-level candidates welcome.
• Strong written and verbal communication skills.
• Ability to meet clients virtually and oversee document execution.
• Innovative, creative, and decisive with time management and organization.
• Collaborates with tax, business, and financial advisors.

Responsibilities

• Provide estate planning services for clients via hand-offs from Legal Directors.
• Meet with clients (virtual or in-person) to confirm estate planning needs.
• Draft revocable living trusts, wills, powers of attorney, healthcare directives, deeds, LLCs.
• Stay up-to-date with state laws.
• Collaborate with team of professionals across departments.

Skills

Estate planning

Legal documentation

Client counseling

Written & verbal communication

Team collaboration

Education

NH Law license

Bar admission

Tools

Document templates

Legal research

Job description

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