Estate & Document Attorney (Remote)

  • Vertis Wealth
  • Ocala, Florida
  • Full Time
Login or Register Home Daily Jobs Post A Job Employers Create A Company Post A Free Job Post A Featured Job Search Resumes Job Seekers Dashboard Create A Resume Pricing Estate & Document Attorney (Remote) A Financial Services Company 1 minute ago Ocala, FL Not Specified Remote Not Specified 250 - 350 / Not Specified Share on Apply now 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. Similar Jobs Commercial Underwriting Counsel (Hybrid) First American Financial Corporation Tampa, FL Remote Legal Counsel - Ethics, Compliance & Data (Hybr... Signature Aviation Orlando, FL Remote Senior Assistant General Counsel (Remote) Raymond James Financial, Inc. Saint Petersburg, FL Remote Attorney Independent Living Systems, LLC Miami, FL Full Time Deputy General Counsel A&D Mortgage, LLC Ft. Lauderdale, FL Full Time Attorney - Contract Law & Judgment Debt Collect... The Heart Institute of Venice Venice, FL Full Time Liability Attorney, Risk Management Publix Super Markets, Inc. Lakeland, FL Full Time About Us Attorney Jobs in USA heartily welcomes you. We provide attorney jobs, in house counsel jobs and law student jobs around the USA from leading resources. We are always welcome your feedback to improve our performance. Please feel free to contact us with your suggestions or concern using Contact Us form. Company About Us Daily Jobs FAQ Terms & Conditions Contact Us Job Search by locations Attorney Jobs in New York Attorney Jobs in Washington Attorney Jobs in San Francisco Attorney Jobs in Los Angeles Attorney Jobs in Chicago Trending job titles Counsel Jobs Employment Associate Jobs Staff Attorney Jobs Prosecutor Jobs Patent Attorney Jobs Copyrights 2026 All Rights Reserved by Attorney Jobs in USA .
Job ID: 522288089
Originally Posted on: 5/23/2026

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