Estate and Document Attorney

Vertis Wealth

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

Posted 10/30/2026contractHouston • Texas • 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 financial and legal professionals.

Highest-signal resume keywords

Licensed AttorneyEstate Planning Document PreparationClient Meeting FacilitationCollaboration With AdvisorsTime Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Revocable Living Trust PreparationWill DraftingPower Of Attorney PreparationHealthcare Directive DraftingDeed PreparationLLC FormationLegal Document ExecutionState Law Compliance

Soft Skills

Excellent Written CommunicationExcellent Verbal CommunicationInnovative ThinkingDecisivenessOrganizational Skills

Certifications & Qualifications

State License

Industry Keywords

Estate PlanningLegal ServicesClient Asset ManagementFinancial Advisory Collaboration

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 advisors, and other professionals
Serve an established book of business with households averaging $1 million to $10 million in client assets

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 help of 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
Potential referral source to expand your work
Exposure to financial planning
Flexible schedule