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 - Versátil schedule