Estate and Document Attorney

Confidential

Not specified contract

Posted: April 9, 2026

Required Skills

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.

Exposure to financial planning

Flexible schedule

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