Estate Planning Attorney: Flexible Schedule

Vertis Wealth, LLC; Fort Myers (FL); On-site; USD 344,000 - 482,000; Part time

Benefits offered by this job

Hourly pay

Uncapped earnings

Non-exclusive

Financial planning exposure

Flexible schedule

Job summary

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 will have access to our team of internal Legal Directors and other professionals.

You will meet virtually or in-person with clients to confirm estate planning needs and draft documents such as revocable living trusts, wills, powers of attorney, healthcare directives, deeds, and LLCs, while staying up-to-date with state laws

Qualifications

• Licensed attorney in the posted state; entry-level attorneys considered.
• Excellent written and verbal communication skills.
• Innovative and creative; able to lead and be decisive.
• Time management and organization; collaborative with tax, business, and financial advisors.

Responsibilities

• Provide estate planning services for clients per hand-offs from Legal Directors.
• Meet with clients virtually or in-person to confirm estate planning needs.
• Draft estate planning documents (revocable living trusts, wills, powers of attorney, healthcare directives, deeds, LLCs).
• Stay up-to-date with the latest state laws.

Skills

Written and verbal communication

Innovative and creative

Decisive leadership

Time management

Collaboration with professionals

Job description

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 will have access to our team of internal Legal Directors and other professionals.

You will meet virtually or in-person with clients to confirm estate planning needs and draft documents such as revocable living trusts, wills, powers of attorney, healthcare directives, deeds, and LLCs, while staying up-to-date with state laws