Estate and Document Attorney

Vertis Wealth

. Assist tax and wealth management teams with estate planning on a non-exclusive basis .

Posted 9/30/2026contractFort Myers • Florida • United StatesMid-LevelSenior💰 $250 - $350 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in estate planning, including drafting 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 internal teams.

Highest-signal resume keywords

Estate PlanningDrafting Legal DocumentsClient CommunicationTime ManagementCollaboration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Drafting Revocable Living TrustsDrafting WillsDrafting Powers of AttorneyDrafting Healthcare DirectivesDrafting DeedsDrafting LLCsEstate Planning ServicesKnowledge of State Laws

Soft Skills

Excellent Written CommunicationExcellent Verbal CommunicationInnovative ThinkingDecisivenessOrganizational Skills

Certifications & Qualifications

Licensed Attorney

Industry Keywords

Estate PlanningWealth ManagementLegal ServicesClient Assets Management

About the role

Key responsibilities & impact

Assist tax and wealth management teams with estate planning on a non-exclusive basis
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 LLCs
Draft estate planning documents using own methods or company templates
Stay up-to-date with the latest state laws
Work with internal Legal Directors 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
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

Benefits

Comp & perks

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