Estate and Document Attorney
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Job Description
Attorney assisting tax and wealth management teams with estate planning. Handling legal documents and working directly with clients in estate planning services.
Responsibilities:
- 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
Requirements:
- Must be licensed in the posted state and/or New Jersey.
- Entry level attorneys will be considered.
- Excellent written and verbal communication skills
- Innovative and creative
- E&O insurance required
- 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
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