Estate and Document Attorney

Vertis Wealth

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

Posted 11/9/2026contractWilmington • United StatesMid-LevelSenior💰 $250 - $350 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in estate planning, including drafting documents such as revocable living trusts, wills, and powers of attorney, while maintaining compliance with Delaware state laws. Strong communication and collaboration skills are essential for working with clients and advisors.

Highest-signal resume keywords

Licensed In DelawareEstate Planning Document DraftingKnowledge Of Current State LawsExcellent Written And Verbal Communication SkillsCollaborative Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Estate Planning Document DraftingRevocable Living TrustsWillsPowers Of AttorneyHealthcare DirectivesDeedsLLCs

Soft Skills

Excellent Written And Verbal Communication SkillsInnovative And CreativeTime ManagementOrganizationCollaborative Skills

Certifications & Qualifications

Licensed In Delaware

Industry Keywords

Estate PlanningClient Document ExecutionTax AdvisorsBusiness AdvisorsFinancial Advisors

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 estate planning documents using personal methods or company templates
Oversee client document execution
Stay up to date with the latest state laws
Collaborate with tax, business, and financial advisors
Work directly with clients and internal Legal Directors and other professionals
Serve households with average client assets of $1 million to $10 million

Requirements

What you’ll need

Must be licensed in Delaware
Entry-level attorneys will be considered
Ability to meet clients in person 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 tax, business, and financial advisors
Knowledge of current state laws
Ability to draft estate planning documents, including revocable living trusts, wills, powers of attorney, healthcare directives, deeds, and LLCs

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 can be a referral source to expand your work
Exposure to financial planning
Flexible schedule
Access to internal Legal Directors and other professionals
Established book of business and client referrals