Estate and Document Attorney
Job Description: 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 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