Estate and Document Attorney

Vertis Wealth; Tacoma (WA); Hybrid; USD 344,000 - 482,000; Full time

Benefits offered by this job

Hourly pay

Uncapped earnings

Non-exclusive

Flexible schedule

Exposure to financial planning

Job summary

Vertis Wealth is seeking an attorney to support our tax and wealth management teams on an estate planning basis. You will work directly with clients and consult our Legal Directors and professionals to deliver tailored plans.

Responsibilities include drafting revocable trusts, wills, powers of attorney, and healthcare directives, meeting clients virtually or in person, and staying current with Washington state law changes.

Qualifications

• Licensed to practice law in Washington state.
• Ability to meet clients in person or virtually to finalize docs.
• Strong writing and oral communication skills.

Responsibilities

• Provide estate planning services for clients.
• Meet with clients to confirm needs.
• Draft estate planning documents (trusts, wills, POAs, healthcare directives).
• Stay up-to-date with state laws.
• Collaborate with tax, business, and financial advisors.
• Work with an established book of clients.

Skills

Written & verbal communication

Creativity

Leadership & decisiveness

Time management

Collaborative work

Education

Juris Doctor (JD)

Licensed attorney in Washington

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