Estate and Document Attorney

Vertis Wealth

Estate and Document Attorney assisting tax and wealth management teams with estate planning services. Responsibilities include drafting legal documents and working with clients and Legal Directors.

Posted 7/29/2026contractRemote • Washington • 🇺🇸 United StatesMid-LevelSenior💰 $250 - $350 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in estate planning, including drafting revocable living trusts, wills, and powers of attorney, while maintaining compliance with state laws. Strong communication and organizational skills are essential for effective client interactions and collaboration with financial advisors.

Highest-signal resume keywords

Estate PlanningClient MeetingsDocument DraftingState Law ComplianceCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Revocable Living TrustsWillsPowers Of AttorneyHealthcare DirectivesDeedsLLCsDocument TemplatesLegal Research

Soft Skills

Excellent CommunicationInnovative ThinkingDecisivenessTime ManagementCollaboration

Certifications & Qualifications

Licensed Attorney

Industry Keywords

Estate Planning ServicesClient AssetsLegal DocumentsVirtual Meetings

About the role

Key responsibilities & impact

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

What you’ll need

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.
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

Comp & perks

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