Estate and Document Attorney

Vertis Wealth; Odessa (TX); À distance; USD 344 000 - 482 000; Temps partiel

Avantages offerts par ce poste

Hourly compensation: $250–$350

Not exclusive — build your own client;

Flexible schedule

Exposure to financial planning

Résumé du poste

Vertis Wealth, LLC is seeking an attorney to support our tax and wealth management teams with estate planning on a non-exclusive basis. You will meet clients virtually or in person and have access to our internal Legal Directors and other professionals for guidance.

Typical work includes drafting revocable living trusts, wills, powers of attorney, healthcare directives, deeds, and LLCs, while staying current with state laws. Entry-level candidates licensed in the posted state are welcome.

Qualifications

• Licensed to practice law in the posted state (Texas).
• Entry level attorneys will be considered.
• Ability to meet clients virtually or in person to oversee document execution.

Responsabilités

• Meet with clients to confirm estate planning needs (virtually or in person).
• Draft estate planning documents: revocable living trusts, wills, powers of attorney, healthcare directives, deeds, LLCs.
• Stay up-to-date with state laws and collaborate with tax, business, and financial advisors.

Connaissances

Communication skills

Leadership

Decisiveness

Time management

Team collaboration

Creativity

Formation

Texas bar license

Description du poste

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