Provide estate planning services for clients, including the drafting of trusts, wills, and LLCs. Collaborate with tax and financial advisors to turn client needs into actionable legal strategies.
Vertis Wealth
13 Remote Job Openings at Vertis Wealth
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 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.
The attorney will provide estate planning services, including drafting wills, trusts, and powers of attorney for existing clients. They will work collaboratively with internal legal directors and financial advisors to meet client needs.
Provide estate planning services including drafting trusts, wills, and powers of attorney for existing clients. Collaborate with internal legal directors and financial advisors to turn client needs into effective legal strategies.
The attorney will assist tax and wealth management teams by providing estate planning services to clients, which involves meeting with them to confirm needs and drafting typical documents like trusts, wills, and powers of attorney. Responsibilities also include staying current with state laws and collaborating with internal advisors on strategy development.
The attorney will assist tax and wealth management teams by providing estate planning services to clients, which involves receiving hand-offs from Legal Directors and meeting with clients to confirm their needs. Typical work products include drafting documents such as revocable living trusts, wills, powers of attorney, healthcare directives, deeds, and LLCs.
The attorney will provide estate planning services by receiving hand-offs from Legal Directors and meeting with clients to confirm their needs. Typical work products include drafting revocable living trusts, wills, powers of attorney, healthcare directives, deeds, and LLCs.
The attorney will assist tax and wealth management teams by providing estate planning services to clients, receiving hand-offs from Legal Directors. Typical work involves meeting with clients to confirm needs and drafting documents such as trusts, wills, powers of attorney, and deeds.
Assist Tax and Wealth Management teams with Estate Planning and conduct client meetings. Work collaboratively with other professionals and stay updated on the latest State Laws.
Assist Tax and Wealth Management teams with Estate Planning and conduct client meetings. Work collaboratively with other professionals and stay updated on State Laws.
