Estate and Document Attorney

We are looking for an attorney to assist our tax and wealth management teams with estate planning on a non-exclusive basis.

You will be working directly with our clients and will have access to our team of internal Legal Directors and other professionals.

• Receive hand-offs from our Legal Directors to provide estate planning services for our clients.
• Meet virtually or in-person with clients to confirm estate planning needs.
• Typical work product includes revocable living trusts, wills, powers of attorney, healthcare directives, deeds, LLCs.
• Draft estate planning documents using your own methods or use our document templates.
• Stay up-to-date with the latest state laws.
• Work with our team of friendly professionals.
• Work with an established book of business: Households with average client assets from $1 million to $10 million
• We give you clients because they are already our clients!

• Must be licensed in the posted state. Entry level attorneys will be considered.
• Can conduct client meetings virtually, but must be able to meet clients to oversee document execution. We can help identify conference room space if necessary.
• Excellent written and verbal communication skills
• Innovative and creative
• Ability to lead and be decisive
• Time management and organization