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Estate and Document Attorney

Job not on LinkedIn

đź•’ July 26

🎸 Tennessee – Remote

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đź’µ $250 - $350 / hour

⏳ Contract/Temporary

🟡 Mid-level

đźź  Senior

🧑‍💼 Attorney / Lawyer

đź‘» Ghost score 22%

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Logo of Vertis Wealth

Vertis Wealth

11 - 50 employees

⚖️ Legal

đź’Ľ Consulting

đź’¸ Finance

Legal • Consulting • Finance

Vertis Wealth is a wealth management and advisory firm that integrates financial planning, investment management, in-house tax (CPAs and tax attorneys) and estate/legal services to provide coordinated, tax-efficient strategies for individuals and families. The firm serves clients with $500K to $500M in assets and emphasizes integrated planning — options-based portfolio protection, tax-loss harvesting, tax-efficient income generation, layered trust-based estate planning, and access to alternative and global investment opportunities — all coordinated under one roof. Vertis operates multiple offices (including Chicago and Bay City) and positions itself as a single-team solution to grow, protect, and transfer wealth.

đź“‹ 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. • Entry level attorneys will be considered. • Can conduct client meetings virtually, but must be able to meet clients to oversee document execution. • 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

• 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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