Estate and Document Attorney

AttorneyAttorneyContractRemoteSeniorTeam 11-50H1B No SponsorCompany SiteLinkedIn

Location

Ohio

Posted

61 days ago

Salary

$250 - $350 / hour

Seniority

Senior

English

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

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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