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VW
Vertis Wealth
Estate and Document Attorney
Entry-Level JobVerifiedNo experience needed
Career Insights for Trust / Estate Lawyer
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Based on Indiana data
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What they do
A Trust or Estate Lawyer works with all legal aspects of trusts and estates. This can include aspects of family law, taxation law, business law, inheritance law and probate law, as well as questions of community property, joint ownership and charitable gifts.
$155,761 / year median in Indiana
+7% projected growth
Job Description
Estate and Document Attorney Vertis Wealth South Bend, IN Job Details $250 - $350 an hour 9 hours ago Benefits Flexible schedule Qualifications Video conferences (communication methods) Bar Full Job Description Job Description 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. Principle Duties 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! Requirements 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 Collaborative skills to accept and turn ideas into strategies with help of tax, business, and financial advisors.