Estate and Document Attorney

Vertis Wealth

. Provide estate planning services to clients handed off by Legal Directors .

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

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in estate planning, including the preparation of trusts, wills, and other legal documents, while effectively collaborating with clients and financial professionals. Maintains up-to-date knowledge of state laws and possesses strong communication and organizational skills.

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 Research

Soft Skills

Excellent CommunicationInnovative ThinkingDecisivenessTime ManagementOrganizational Skills

Certifications & Qualifications

State License

Industry Keywords

Estate Planning ServicesClient Assets ManagementLegal Advisors CollaborationFinancial Advisors Collaboration

About the role

Key responsibilities & impact

Provide estate planning services to clients handed off by Legal Directors
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
Collaborate with tax, business, financial advisors, Legal Directors, and other professionals
Oversee document execution for clients
Serve households with 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
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 tax, business, and financial advisors

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
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 referred clients