Estate Planning Attorney- IL Licensed

ZipRecruiter; Chicago (IL); Remote; USD 100,000 - 150,000; Full time

Job summary

An established industry player is seeking an Estate and Document Attorney to join their Tax and Wealth Management teams. This fully remote position offers a unique opportunity to work directly with clients, managing an established book of business while collaborating with financial advisors and other professionals. You will have the chance to demonstrate your legal expertise, lead client meetings, and stay informed on the latest state laws, all while enjoying uncapped earning potential. If you are an innovative attorney with strong communication skills and a passion for estate planning, this role is perfect for you.

Benefits

Flexible schedule

Paid client and employee events

Financial planning

Qualifications

• Entry-level attorneys accepted (must have passed the State Bar).
• Manage an established book of business: 100+ households.

Responsibilities

• Collaborate with the Vertis Wealth team of professionals.
• Conduct client meetings and provide leadership.
• Stay updated with the latest state laws.

Skills

Excellent written and verbal communication skills

Strong time management

Organizational skills

Collaborative skills

Leadership abilities

Problem-solving skills

Education

Bar license in the posted state

Job description

Job Description

Salary: $100-150k Annual

Position: Estate and Document Attorney

We are looking for an attorney to assist our Tax and Wealth Management teams with Estate Planning. You will work directly with clients remotely and have contact with clients and their professionals (Financial Advisors, Tax Attorneys, CPAs, Accountants, and Healthcare Agents).

This position is fully remote with Vertis Wealth.

Principal Duties

1. Collaborate with the Vertis Wealth team of professionals.
2. Create, problem-solve, and demonstrate legal documents, with support from Vertis.
3. Use documents from Vertis Wealth's outside counsel or create your own.
4. Conduct client meetings, providing leadership to clients and Vertis Wealth employees.
5. Stay updated with the latest state laws.
6. Work with other law firms; Vertis Wealth can be a referral source to expand your billable hours.
7. We provide you with your clients, as they are already our clients.

Requirements

• Entry-level attorneys accepted (must have passed the State Bar).
• Compensation: $100-150k annually.
• Uncapped earning potential.
• Manage an established book of business: 100+ households with average client assets of $1 million to $10 million.
• Excellent written and verbal communication skills.
• Innovative and creative, with the ability to execute a proven presentation system.
• Ability to lead groups and make decisive actions.
• Strong time management and organizational skills to meet KPIs.
• Collaborative skills to develop strategies with tax, business, and financial advisors.
• Bar license in the posted state.

Benefits

• Financial planning
• Paid client and employee events
• Flexible schedule

Remote work opportunity.