Estate and Document Attorney
Location
Texas
Posted
92 days ago
Salary
$250 - $350 / hour
Seniority
Senior
Job Description
Estate and Document Attorney
Vertis Wealth
• 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!
Job 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.
- 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 the help of tax, business, and financial advisors.
Benefits
- 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
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