Estate Planning Attorney - Flexible, High Earning Potential

Vertis Wealth, LLC; Oregon; Hybride; USD 344 000 - 482 000; Plein temps

Avantages offerts par ce poste

Hourly compensation

Flexible schedule

Not exclusive—can work with other lawF

Exposure to financial planning

Résumé du poste

Vertis Wealth, LLC is seeking an attorney to assist our tax and wealth management teams with estate planning on a non-exclusive basis. You will work directly with clients and have access to our internal Legal Directors and other professionals.

You will meet virtually or in-person to confirm estate planning needs and draft documents such as revocable living trusts, wills, powers of attorney, healthcare directives, deeds, LLCs.

Qualifications

• Licensed to practice law in the posted state.
• Ability to meet clients in person when needed and supervise document execution.
• Excellent written and verbal communication skills.
• Innovative and decisive with strong time management.
• Collaborative with tax, business, and financial advisors.

Responsabilités

• Provide estate planning services for clients.
• Meet with clients to confirm estate planning needs, virtually or in person.
• Draft revocable living trusts, wills, powers of attorney, healthcare directives.
• Stay up-to-date with state laws.
• Work with a team of professionals and a built-in client base.

Connaissances

Communication

Leadership

Time management

Collaboration

Creative thinking

Formation

Licensed attorney (state)

Description du poste

Vertis Wealth, LLC is seeking an attorney to assist our tax and wealth management teams with estate planning on a non-exclusive basis. You will work directly with clients and have access to our internal Legal Directors and other professionals.

You will meet virtually or in-person to confirm estate planning needs and draft documents such as revocable living trusts, wills, powers of attorney, healthcare directives, deeds, LLCs.