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Vertis Wealth2 weeks ago

Estate and Document Attorney

$520,000–$728,000 year

Remote · Columbus, Georgia, United States

Type
Contract
Level
Entry Level
Education
License Or Certification
Company size
Unknown

Job Summary

Estate planning attorney role providing estate planning services for clients within wealth-management teams. Draft revocable living trusts, wills, powers of attorney, healthcare directives, deeds, and LLCs; meet with clients virtually or in-person to confirm needs; work with internal Legal Directors and professionals; manage an established book of business with client assets from $1M–$10M; access to templates and up-to-date state law guidance; flexible, non-exclusive engagement with uncapped earning potential.

Required Qualifications

  • Licensed to practice law in the posted state
  • Entry level attorneys will be considered
  • Excellent written and verbal communication skills
  • Innovative and creative
  • Ability to lead and be decisive
  • Time management and organization
  • Collaborative skills to work with tax, business, and financial advisors
  • Ability to meet clients virtually or in-person to oversee document execution
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$520k – $728k / yr

Estate and Document Attorney · Vertis Wealth

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