Full-Time
Estate and Document Attorney
Vertis Wealth
Compensation Overview
$250 - $350/hr
Boca Raton, FL, USA
Remote
Remote work is available, with in-person client meetings required for document execution.
Category
 Legal & Compliance (1) |
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Requirements
- Must be licensed to practice law in Florida.
- Must be able to conduct client meetings virtually and meet clients in person to oversee document execution.
- Must have strong written and verbal communication skills.
- Must be innovative and creative.
- Must be able to lead and make decisive decisions.
- Must have time-management and organizational skills.
- Must be collaborative and able to turn ideas into strategies with tax, business, and financial advisors.
Responsibilities
- Receive hand-offs from Legal Directors to provide estate-planning services to clients.
- Meet virtually or in person with clients to confirm their estate-planning needs.
- Prepare revocable living trusts, wills, powers of attorney, healthcare directives, deeds, and limited liability company documents.
- Draft estate-planning documents using personal methods or company templates.
- Stay up to date with the latest state laws.
- Work with internal Legal Directors and other professionals.
- Work with an established book of business and clients whose average assets range from $1 million to $10 million.