Estate and Document Attorney

Job not on LinkedIn

🕒 July 26

🐊 Florida – Remote

🐊 Florida – Remote

💵 $250 - $350 / hour

⏳ Contract/Temporary

🟡 Mid-level

🟠 Senior

🧑‍💼 Attorney / Lawyer

👻 Ghost score 22%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Vertis Wealth

WebsiteLinkedInAll Job Openings

11 - 50 employees

⚖️ Legal

💼 Consulting

💸 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.

📋 Description

• Assist tax and wealth management teams with estate planning on a non-exclusive basis. • Work directly with clients and access our team of internal Legal Directors and other professionals. • Receive hand-offs from Legal Directors to provide estate planning services. • Confirm estate planning needs through virtual or in-person meetings with clients. • Draft estate planning documents using personal methods or our templates. • Stay informed on the latest state laws. • Work with an established book of business consisting of households with average client assets from $1 million to $10 million.

🎯 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. • We can help identify conference room space if necessary. • 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