Estate and Document Attorney
Vertis Wealth
contract
Posted on:
Location Type: Remote
Location: Florida • United States
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Salary
💰 $250 - $350 per hour
About the role
- Assist tax and wealth management teams with estate planning on a non-exclusive basis.
- Meet virtually or in-person with clients to confirm estate planning needs.
- Draft estate planning documents using your own methods or use provided document templates.
- Stay up-to-date with the latest state laws.
- Work with an established book of business: Households with average client assets from $1 million to $10 million.
Requirements
- Must be licensed in the posted state.
- Entry level attorneys will be considered.
- 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
- 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
- Flexible schedule
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
estate planningdrafting estate planning documentsknowledge of state laws
Soft Skills
written communicationverbal communicationinnovative thinkingcreativityleadershipdecisivenesstime managementorganizationcollaboration
Certifications
state license