Estate and Document Attorney

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

Benefits offered by this job

Uncapped earnings

Not exclusive—work with other firms

Exposure to financial planning

Flexible schedule

Job summary

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 meet clients virtually or in-person and draft revocable living trusts, wills, powers of attorney, healthcare directives, deeds, and LLCs.

You will work with internal Legal Directors and other professionals, stay up-to-date with the latest state laws, and have access to an established book of business with assets typically ranging from $1 million to $10

Qualifications

• Licensed attorney in the posted state.
• Entry level attorneys will be considered.
• Excellent written and verbal communication skills.
• Innovative and creative, able to lead and be decisive.

Responsibilities

• Provide estate planning services for clients after hand-offs from Legal Directors.
• Meet virtually or in-person with clients to confirm estate planning needs.
• Draft estate planning documents such as revocable living trusts, wills, powers of attorney, healthcare directives, deeds, LLCs.

Skills

Client meeting skills

Written and verbal communication

Leadership

Time management

Collaboration

Innovative

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