Estate and Document Attorney
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Attorney assisting tax and wealth management teams with estate planning for clients. Working directly with clients on estate preparation and documentation in a remote/hybrid setting.
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.
- We give you clients because they are already our clients!
Requirements:
- Must be licensed in the posted state.
- 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
Similar Jobs
Estate and Document Attorney
Attorney assisting tax and wealth management teams with estate planning. Handling legal documents and working directly with clients in estate planning services.
Legal Operations Manager
Legal Operations Manager building operational backbone of Legal team at Vultr. Overseeing contract lifecycle management and collaboration with Procurement team.
Vice President, Legal – Corporate Governance, Securities, M & A
Vice President, Legal at Asurion, leading corporate governance, securities compliance, and M&A transactions. Collaborating with executive leadership to ensure compliance and legal integrity.
Legal Content Creator, Family Law – AZ
Legal Content Creator utilizing technology to make family law accessible through digital media. Engaging communities across social platforms and simplifying complex legal topics.
Attorney Supervisor
Attorney Supervisor providing legal advice and managing attorneys for the Florida Commission on Human Relations. Promoting equal opportunity and eliminating unlawful discrimination in Florida.
Legal and Court Filing Assistant
Legal Assistant supporting a remote legal team by managing communications, drafting documents, and ensuring case efficiency. Join Job Duck for a meaningful role in a dynamic legal setting.
Legal Intake Specialist
Legal Intake Specialist managing client interactions and intake processes for legal operations. Supporting legal operations with accuracy and empathy in a fully remote setup.
Legal Internship
Legal intern at Yubo supporting the Legal team with regulatory compliance projects. Conducting research and assisting in legal documentation for privacy and consumer law matters.
Trust and Estate Attorney
Seeking a Trust and Estate Attorney to craft tailored estate plans for ultra-high net worth clients. Offering remote work flexibility for experienced legal professionals in New York.
Director of AI – Legal Innovation
Director of AI & Legal Innovation shaping AI-native workflows in legal services at Modern Family Law. Driving strategy and implementation for efficiency and compliance while managing diverse stakeholders.
Bilingual Business Immigration Attorney – Vietnamese
Immigration Attorney specializing in EB1, EB2-NIW, and RFEs cases for diverse clients. Ensuring compliance and providing training on immigration laws and regulations.
Corporate Attorney
Corporate Attorney role supporting a diversified brokerage organization with insurance defense expertise. Providing legal guidance across all business units, focusing on litigation management and claims-related matters.
Legal Talent Acquisition Partner
Legal recruiter overseeing high-volume hiring of legal professionals. Performing end-to-end recruitment and managing stakeholder relationships.
Vice President, Legal
Vice President, Legal leading evermore’s legal and compliance function. Driving legal strategy across commercial, regulatory, compliance, corporate, and employment matters.
Corporate Attorney, Non-Profit Organizations
Transactional attorney for nonprofit organizations at NYC-based boutique law firm. Focused on governance, contracts, and organizational decision-making for tax-exempt organizations.
Head of Legal
Head Jurídico leading legal operations at Voll, a company simplifying mobility with technology. Responsible for contracts, compliance, and legal governance.
Senior Legal Specialist – Content & Platform Enforcement
Senior Legal Specialist enforcing intellectual property and trademark rights across digital environments for Ruby Labs. Leading brand protection and competitive legal strategy in a remote role.
Senior Associate Attorney – Business Immigration Law
Senior Associate Attorney handling business immigration law responsibilities at WR Immigration. Analyzing and communicating legal options for clients, collaborating with teams to ensure case success.
Property & Legal Operations Manager, Bilingual French – English
Property & Legal Operations Manager in the outsourcing industry focused on legal processes and property operations. Ensuring timely lease renewals, rent collection, and court readiness for legal matters.
Legal, Medical Records Retrieval Specialist
Legal Records Specialist working remotely on end-to-end medical records retrieval. Collaborating with healthcare providers and improving processes in a fully remote environment.