Provide estate planning services including drafting wills, trusts, and powers of attorney for existing clients. Collaborate with internal legal directors and financial advisors to turn client needs into effective legal strategies.
Vertis Wealth
6 Remote Job Openings at Vertis Wealth
Provide estate planning services to clients by drafting documents such as wills, trusts, and powers of attorney. Collaborate with internal tax and wealth management teams to ensure client needs are met effectively.
The role serves as the primary support for Financial Advisors, managing client relationships and executing essential financial planning paperwork. Responsibilities include coordinating complex calendars, documenting CRM communications, and assisting in new client acquisitions.
Provide estate planning services for high-net-worth clients, including the drafting of trusts, wills, and LLCs. Collaborate with tax and financial advisors to turn client needs into actionable legal strategies.
Provide estate planning services for clients, including the drafting of trusts, wills, and LLCs. Collaborate with tax and wealth management teams to implement strategies for high-net-worth households.
The attorney will provide estate planning services by drafting documents such as trusts, wills, and powers of attorney for existing clients. They will work collaboratively with internal legal directors and financial advisors to meet client needs and ensure compliance with state laws.
