Estate and Document Attorney

Vertis Wealth

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

Posted 10/5/2026contractRaleigh • North Carolina • United StatesMid-LevelSenior💰 $250 - $350 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in estate planning by preparing legal documents such as trusts, wills, and powers of attorney while maintaining compliance with state laws. Strong communication and collaboration skills are essential for effectively engaging with clients and coordinating with legal and financial professionals.

Highest-signal resume keywords

Estate PlanningDocument DraftingClient MeetingsLicensed AttorneyCollaboration with Advisors

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Revocable Living TrustsWillsPowers of AttorneyHealthcare DirectivesDeedsLLCsDocument ExecutionLegal ComplianceEstate Planning Documents

Soft Skills

Excellent CommunicationInnovative ThinkingDecisivenessTime ManagementOrganizational Skills

Certifications & Qualifications

State License

Industry Keywords

Estate Planning ServicesLegal DirectorsClient AssetsFinancial AdvisorsTax Advisors

About the role

Key responsibilities & impact

Receive hand-offs from Legal Directors to provide estate planning services to clients
Meet virtually or in person with clients to confirm estate planning needs
Prepare revocable living trusts, wills, powers of attorney, healthcare directives, deeds, and LLCs
Draft estate planning documents using personal methods or company templates
Stay up to date with the latest state laws
Work with internal Legal Directors, tax, business, financial, and other professionals
Serve an established book of business with households holding average client assets of $1 million to $10 million

Requirements

What you’ll need

Must be licensed in the posted state
Entry-level attorneys will be considered
Ability to conduct client meetings virtually
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 help of tax, business, and financial advisors

Benefits

Comp & perks

Uncapped earning potential based on client density in your area
Non-exclusive arrangement; 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
Established book of business and client referrals