Estate and Document Attorney

Vertis Wealth, LLC; Kalamazoo (MI); Hybrid; USD 344,000 - 482,000; Full time

Benefits offered by this job

Uncapped earnings potential

Flexible schedule

Not exclusive—referral growth

Job summary

Vertis Wealth, LLC seeks an Estate and Business 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 have access to our team of internal Legal Directors and other professionals.

Typical duties include drafting revocable living trusts, wills, powers of attorney, healthcare directives, deeds, and LLCs. You will meet clients virtually or in person, stay current with state laws, and use our templates to

Qualifications

• Must be licensed in Michigan; entry level attorneys considered.
• Excellent written and verbal communication skills.
• Innovative and creative approach to estate planning.
• E&O insurance required.
• Ability to lead and be decisive.
• Time management and organization.
• Collaborative skills to work with tax, business, and financial advisors.

Responsibilities

• Receive hand-offs from Legal Directors to provide estate planning services.
• Meet with clients virtually or in-person to confirm estate planning needs.
• Draft estate planning documents (trusts, wills, powers of attorney, healthcare directives, deeds, LLCs).
• Utilize templates or develop methods for documents.
• Stay up-to-date with state laws.

Skills

Communication skills

Creativity

Time management

Collaboration

Education

Licensed attorney in Michigan

Job description

Estate and Business Attorney

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.
• Excellent written and verbal communication skills
• Innovative and creative
• E&O insurance required
• 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