Estate Planning Attorney: Flexible Schedule & High Earnings

Vertis Wealth, LLC; Albuquerque (NM); Hybrid; USD 344.000 - 482.000; Vollzeit

Benefits dieser Stelle

Hourly compensation

Not exclusive

Flexible schedule

Exposure to financial planning

Zusammenfassung

Vertis Wealth, LLC in Albuquerque, NM seeks 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 collaborate with our Legal Directors and other professionals.

You will draft revocable living trusts, wills, powers of attorney, healthcare directives, and related documents, meeting virtually or in person to confirm client needs. License in NM required; hourly compensation is generous.

Qualifikationen

• Licensed to practice law in the posted state.
• Excellent written and verbal communication skills.
• Innovative and creative with decisive leadership.
• Able to meet clients in person or virtually to oversee execution.

Aufgaben

• Receive hand-offs from Legal Directors to provide estate planning for clients.
• Meet with clients to confirm estate planning needs in person or virtually.
• Draft revocable living trusts, wills, powers of attorney, and directives.
• Stay current with state laws and collaborate with tax, business, and financial advisors.
• Work with an established book of business and leverage client base.

Kenntnisse

Legal drafting

Estate planning

Client communication

Leadership

Time management

Collaboration

Ausbildung

J.D. / Bar

Jobbeschreibung

Vertis Wealth, LLC in Albuquerque, NM seeks 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 collaborate with our Legal Directors and other professionals.

You will draft revocable living trusts, wills, powers of attorney, healthcare directives, and related documents, meeting virtually or in person to confirm client needs. License in NM required; hourly compensation is generous.