Estate Planning Attorney: Flexible Schedule, High Earning

Vertis Wealth, LLC; Houston (TX); Sur place; USD 344 000 - 482 000; Plein temps

Avantages offerts par ce poste

Hourly pay

Uncapped earnings

Not exclusive work

Exposure to financial planning

Flexible schedule

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 team of internal Legal Directors and professionals.

Meet virtually or in-person to confirm estate planning needs. Draft revocable living trusts, wills, powers of attorney, healthcare directives, deeds, and LLCs using templates or your own methods.

Qualifications

• Must be licensed to practice law in the posted state (Texas).
• Excellent written and verbal communication skills.
• Innovative and creative problem-solver.
• Ability to lead and be decisive.
• Strong time management and organizational abilities.
• Collaborative with tax, business, and financial advisors.

Responsabilités

• Provide estate planning services to clients as part of our tax and wealth management teams.
• 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) using templates or your own methods.
• Stay up-to-date with the latest state laws and regulations.
• Collaborate with our team of Legal Directors and other professionals.

Connaissances

Communication skills

Leadership

Time management

Collaboration

Creative

Formation

Licensed attorney in Texas

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 team of internal Legal Directors and professionals.

Meet virtually or in-person to confirm estate planning needs. Draft revocable living trusts, wills, powers of attorney, healthcare directives, deeds, and LLCs using templates or your own methods.