Estate and Document Attorney

Overview

The organization is seeking an attorney to support its tax and wealth management teams with estate planning services on a non-exclusive basis. The role includes working directly with clients and collaborating with internal Legal Directors and other professionals.

Responsibilities

• Receive hand-offs from internal Legal Directors to provide estate planning services for clients.
• Meet virtually or in person with clients to confirm estate planning needs.
• Prepare estate planning documents, including:
  • Revocable living trusts
  • Wills
  • Powers of attorney
  • Healthcare directives
  • Deeds
  • LLCs
• Draft estate planning documents using the attorney’s own methods or using provided document templates.
• Stay up to date with the latest applicable state laws.
• Collaborate with a team of professionals.
• Work from an established book of business with households having average client assets from $1 million to $10 million.

Requirements

• Must be licensed in the posted state. Entry level attorneys will be considered.
• Ability to conduct client meetings virtually, with the requirement to meet clients to oversee document execution (support may be available to identify conference room space if necessary).
• Excellent written and verbal communication skills.
• Innovative and creative approach to legal work.
• Ability to lead and be decisive.
• Strong time management and organizational skills.
• Collaborative mindset to accept ideas and turn them into strategies with support from tax, business, and financial advisors.

Compensation & Benefits

• Compensation: $250–$350 hourly
• Uncapped earning potential based on client density in your area
• Non-exclusive role: work with other law firms and/or continue to build your own practice. Referrals may be available.
• Exposure to financial planning
• Flexible schedule

Location

• Must be licensed in the posted state.