Estate Planning Attorney — Flexible Hours, Non-Exclusive

Vertis Wealth, LLC; Odessa (TX); Remote; USD 344,000 - 482,000; Part time

Benefits offered by this job

Hourly compensation: $250–$350

Not exclusive — build your own client;

Flexible schedule

Exposure to financial planning

Job summary

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.

Responsibilities

• 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.

Skills

Communication skills

Leadership

Decisiveness

Time management

Team collaboration

Creativity

Education

Texas bar license

Job description

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.