Estate and Document Attorney

Vertis Wealth

. Provide estate planning services to clients referred by Legal Directors .

Posted 11/10/2026contractCheyenne • Wyoming • 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 maintaining compliance with state laws. Strong communication and collaboration skills are essential for effectively working with clients and financial professionals.

Highest-signal resume keywords

Estate PlanningDocument PreparationClient MeetingsWyoming LicenseCollaboration with Financial 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 Communication SkillsInnovative ThinkingLeadershipTime ManagementOrganizational Skills

Certifications & Qualifications

Licensed in Wyoming

Industry Keywords

Estate Planning ServicesClient Assets ManagementLegal Professionals CollaborationState Laws Compliance

About the role

Key responsibilities & impact

Provide estate planning services to clients referred 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
Work directly with clients and collaborate with tax, business, financial, and internal legal professionals
Oversee document execution
Serve households with average client assets of $1 million to $10 million

Requirements

What you’ll need

Must be licensed in Wyoming
Entry-level attorneys will be considered
Ability to conduct client meetings virtually
Must be able 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 skills
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
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
Access to internal Legal Directors and other professionals
Established book of business and client referrals