Estate and Document Attorney

Vertis Wealth, LLC; Plano (TX); On-site; USD 344,000 - 482,000; Part time

Benefits offered by this job

Compensation: $250-$350 hourly

Uncapped earning potential

Non-exclusive; work with other firms

Exposure to financial planning

Flexible schedule

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 coordinate with our Legal Directors and professionals.

Meet virtually or in person to confirm estate planning needs, draft revocable living trusts, wills, powers of attorney, healthcare directives, and deeds using templates or your methods, while staying current with state laws.

Qualifications

• Must be licensed in the posted state.
• Ability to meet clients virtually or in-person to oversee document execution.
• Excellent written and verbal communication skills.
• Innovative and decisive.
• Time management and organization.
• Collaborative skills to work with tax, business, and financial advisors.

Responsibilities

• Provide estate planning services for our clients.
• Meet with clients to confirm estate planning needs (virtually or in-person).
• Draft estate planning documents (trusts, wills, powers of attorney, directives, deeds).
• Stay up-to-date with state laws governing estate planning.
• Collaborate with Legal Directors and other professionals.
• Receive hand-offs from Legal Directors to service clients.

Skills

Communication

Leadership

Time management

Collaboration

Creativity

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