Job Description 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 * Adaptable schedule #J-18808-Ljbffr