Job DescriptionWe 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- Adaptable schedule#J-18808-Ljbffr