Estate and Document Attorney

Vertis Wealth, LLC; Daphne (AL); Hybride; USD 344 000 - 482 000; Plein temps

Avantages offerts par ce poste

Hourly rate $250-$350

Uncapped earnings potential

Not exclusive

Exposure to financial planning

Flexible schedule

Résumé du poste

Vertis Wealth, LLC is seeking an attorney to assist our tax and wealth management teams with estate planning on a non-exclusive basis. You will work directly with our clients and will have access to our team of internal Legal Directors and other professionals.

Responsibilities include meeting virtually or in-person with clients to confirm estate planning needs, drafting revocable living trusts, wills, powers of attorney, healthcare directives, deeds, LLCs, and staying up-to-date with state laws

Qualifications

• Licensed attorney in the state where the job is posted.
• Ability to conduct client meetings virtually and in person.
• Strong written and verbal communication skills.
• Innovative and creative approach to estate planning.
• Ability to lead and be decisive in client engagements.
• Time management and organizational skills.
• Collaborative with tax, business, and financial advisors.

Responsabilités

• Receive hand-offs from Legal Directors to provide estate planning services for clients.
• Meet with clients virtually or in person to confirm estate planning needs.
• Draft estate planning documents using templates or own methods (revocable trusts, wills, powers of attorney, healthcare directives, deeds, LLCs).
• Stay up-to-date with latest state laws.
• Collaborate with a team of professionals and expand client relationships.

Connaissances

Verbal communication

Written communication

Leadership

Decisiveness

Time management

Organizational skills

Collaboration

Creativity

Innovation

Formation

Juris Doctor (JD)

Description du poste

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