Estate Planning Attorney - Flexible, High-Earning Role

Vertis Wealth, LLC; Plano (TX); On-site; USD 344,000 - 482,000; Part time

Benefits offered by this job

Compensation: $250-$350 hourly

Uncapped earning potential

Non-exclusive; work with other firms

Exposure to financial planning

Flexible schedule

Job summary

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

Meet virtually or in person to confirm estate planning needs, draft revocable living trusts, wills, powers of attorney, healthcare directives, and deeds using templates or your methods, while staying current with state laws.

Qualifications

• Must be licensed in the posted state.
• Ability to meet clients virtually or in-person to oversee document execution.
• Excellent written and verbal communication skills.
• Innovative and decisive.
• Time management and organization.
• Collaborative skills to work with tax, business, and financial advisors.

Responsibilities

• Provide estate planning services for our clients.
• Meet with clients to confirm estate planning needs (virtually or in-person).
• Draft estate planning documents (trusts, wills, powers of attorney, directives, deeds).
• Stay up-to-date with state laws governing estate planning.
• Collaborate with Legal Directors and other professionals.
• Receive hand-offs from Legal Directors to service clients.

Skills

Communication

Leadership

Time management

Collaboration

Creativity

Job description

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

Meet virtually or in person to confirm estate planning needs, draft revocable living trusts, wills, powers of attorney, healthcare directives, and deeds using templates or your methods, while staying current with state laws.