Full-Time
Estate and Document Attorney
Vertis Wealth
Compensation Overview
$250 - $350/hr
Daphne, AL, USA
Hybrid
Remote work is available, but client meetings and document-execution oversight require in-person attendance.
Category
 Legal & Compliance (1) |
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Requirements
- Must be licensed in Alabama; entry-level attorneys will be considered.
- Must be able to conduct client meetings virtually and meet clients in person to oversee document execution.
- Must demonstrate excellent written and verbal communication skills.
- Must be innovative and creative.
- Must be able to lead and be decisive.
- Must have time-management and organizational skills.
- Must collaborate with tax, business, and financial advisors to turn ideas into strategies.
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.
- Draft estate planning documents using personal methods or company templates.
- Stay up to date with the latest state laws.
- Provide typical estate planning work products, including revocable living trusts, wills, powers of attorney, healthcare directives, deeds, and limited liability companies.
- Work with the internal team of Legal Directors and other professionals.
- Serve an established book of business consisting of households with average client assets of $1 million to $10 million.