Estate and Document Attorney
Hace 4 días
Provincia de Valencia, España
Vertis Wealth, LLC
Jornada completa
Gratis con email o Google
Guarda esta oferta y sigue tu búsqueda
Crea una cuenta gratis para guardar empleos, crear alertas y volver a esta oferta desde tu panel.
Gratis con email o Google
Al continuar, aceptas nuestros Términos & Política de Privacidad.
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. Benefits
* Compensation: $250-$350 hourly
* Uncapped earning potential based on client density in your area
* Not exclusive. You can work with other law firms or continue to build your own. Vertis can be a great referral source to expand your work.
* Exposure to financial planning
* Flexible schedule