Estate and Document Attorney

Vertis Wealth

. Receive hand-offs from Legal Directors to provide estate planning services .

Posted 10/6/2026contractSt. Petersburg • Florida • United StatesMid-LevelSenior💰 $250 - $350 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in estate planning services, including drafting legal documents such as trusts, wills, and powers of attorney, while maintaining up-to-date knowledge of state laws. Strong communication and collaboration skills are essential for working with clients and professionals across various fields.

Highest-signal resume keywords

Licensed In StateEstate Planning ServicesDocument DraftingExcellent Communication SkillsTime Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Drafting Legal DocumentsRevocable Living TrustsWillsPowers Of AttorneyHealthcare DirectivesDeedsLLC DocumentsKnowledge Of State Laws

Soft Skills

Excellent Written CommunicationExcellent Verbal CommunicationInnovativeCreativeCollaborative Skills

Certifications & Qualifications

Licensed Attorney

Industry Keywords

Estate PlanningDocument ExecutionClient MeetingsCollaboration With Professionals

About the role

Key responsibilities & impact

Receive hand-offs from Legal Directors to provide estate planning services
Meet virtually or in person with clients to confirm estate planning needs
Draft revocable living trusts, wills, powers of attorney, healthcare directives, deeds, and LLC documents
Draft estate planning documents using personal methods or company templates
Stay up to date with the latest state laws
Work directly with clients and collaborate with tax, business, financial, and legal professionals
Oversee document execution

Requirements

What you’ll need

Must be licensed in the posted state
Entry level attorneys will be considered
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
Ability to provide estate planning services
Knowledge of current state laws

Benefits

Comp & perks

Uncapped earning potential based on client density in your area
Not exclusive; ability to work with other law firms or continue building your own practice
Vertis referral source to expand your work
Exposure to financial planning
Flexible schedule
Access to an established book of business and existing clients
Access to internal Legal Directors and other professionals
Assistance identifying conference room space if necessary