Estate and Document Attorney
hace 3 días
Castellón
We are looking for an attorney to assist our tax and wealth management teams with estate planning on a non-exclusive basis. You will be working directly with our clients and will have access to our team of internal Legal Directors and other professionals. • Receive hand-offs from our Legal Directors to provide estate planning services for our clients., • Meet virtually or in-person with clients to confirm estate planning needs., • Typical work product includes revocable living trusts, wills, powers of attorney, healthcare directives, deeds, LLCs., • Draft estate planning documents using your own methods or use our document templates., • Stay up-to-date with the latest state laws., • Work with our team of friendly professionals., • Work with an established book of business: Households with average client assets from $1 million to $10 million, • We give you clients because they are already our clients!, • Must be licensed in the posted state. Entry level attorneys will be considered., • Can conduct client meetings virtually, but must be able to meet clients to oversee document execution. We can help identify conference room space if necessary., • Excellent written and verbal communication skills, • Innovative and creative, • Ability to lead and be decisive, • Time management and organization, • Collaborative skills to accept and turn ideas into strategies with help of tax, business, and financial advisors., • Compensation: $250-$350 hourly, • Uncapped earning potential based on client density in your area, • Not exclusive. You can work with other law firms or continue to build your own. Vertis can be a great referral source to expand your work., • Exposure to financial planning, • Flexible schedule #J-18808-Ljbffr
