Estate & Wealth Planning Attorney – Flexible Hours, High Earnings

Vertis Wealth, LLC; Concord (NH); Hybrid; USD 344,000 - 482,000; Full time

Benefits offered by this job

Flexible schedule

Uncapped earning potential

Not exclusive; continue to work with其他

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 collaborate with Legal Directors and other professionals to craft comprehensive plans.

Responsibilities include taking hand-offs, meeting clients virtually or in person, drafting revocable living trusts, wills, powers of attorney, healthcare directives, and related documents, while staying current with state law changes.

Qualifications

• Licensed attorney in NH; entry-level candidates welcome.
• Strong written and verbal communication skills.
• Ability to meet clients virtually and oversee document execution.
• Innovative, creative, and decisive with time management and organization.
• Collaborates with tax, business, and financial advisors.

Responsibilities

• Provide estate planning services for clients via hand-offs from Legal Directors.
• Meet with clients (virtual or in-person) to confirm estate planning needs.
• Draft revocable living trusts, wills, powers of attorney, healthcare directives, deeds, LLCs.
• Stay up-to-date with state laws.
• Collaborate with team of professionals across departments.

Skills

Estate planning

Legal documentation

Client counseling

Written & verbal communication

Team collaboration

Education

NH Law license

Bar admission

Tools

Document templates

Legal research

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 collaborate with Legal Directors and other professionals to craft comprehensive plans.

Responsibilities include taking hand-offs, meeting clients virtually or in person, drafting revocable living trusts, wills, powers of attorney, healthcare directives, and related documents, while staying current with state law changes.