Estate and Document Attorney

Vertis Wealth

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

Posted 9/18/2026contractPort Charlotte • 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 revocable living trusts, wills, and other legal documents, while maintaining up-to-date knowledge of state laws. Strong communication and collaboration skills are essential for effectively engaging with clients and internal professionals.

Highest-signal resume keywords

Estate PlanningRevocable Living TrustsWillsClient CommunicationState Law Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Estate Planning DocumentsPowers of AttorneyHealthcare DirectivesDeedsLLCs

Soft Skills

Excellent Written CommunicationExcellent Verbal CommunicationTime ManagementOrganizationCollaborative Skills

Certifications & Qualifications

Licensed Attorney

Industry Keywords

Tax PlanningWealth ManagementClient MeetingsDocument ExecutionLegal Services

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
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 tax, business, financial, and other internal 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 and 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
Knowledge of current state laws

Benefits

Comp & perks

Uncapped earning potential based on client density in your area
Not exclusive; work with other law firms or continue building your own practice
Vertis can be a 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