RemoteClient meetings may be virtual or in person; must be able to meet clients to oversee document execution.
LegalLegal Counsel & Legal Support
About the job
Requirements
Must be licensed in the posted state.
Must be able to conduct client meetings virtually and meet clients to oversee document execution.
Must have strong written and verbal communication skills.
Must be innovative and creative.
Must be able to lead and make decisions.
Must have time-management and organizational skills.
Must be able to collaborate and turn ideas into strategies with tax, business, and financial advisors.
Responsibilities
Receive hand-offs from Legal Directors to provide estate-planning services for clients.
Meet virtually or in person with clients to confirm estate-planning needs.
Prepare estate-planning work products, including revocable living trusts, wills, powers of attorney, healthcare directives, deeds, and LLCs.
Draft estate-planning documents using personal methods or the organization's templates.
Stay up to date with state laws.
Work with the organization's internal Legal Directors and other professionals.
Serve an established book of business consisting of households with average client assets of $1 million to $10 million.
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.