Vertis Wealth
Vertis Wealth
Vertis Wealth एक वेल्थ मैनेजमेंट और सलाहकार फर्म है, जो लगभग 5 लाख डॉलर से 50 करोड़ डॉलर तक की संपत्ति रखने वाले व्यक्तियों और परिवारों को सेवाएं प्रदान करती है। इसकी टीम दीर्घकालिक संपत्ति रणनीतियों के समन्वय के लिए वित्तीय योजना, निवेश प्रबंधन, सीपीए और टैक्स अटॉर्नी की कर विशेषज्ञता तथा एस्टेट और कानूनी सेवाओं को एक साथ लाती है। फर्म कर-कुशल योजना, विकल्प-आधारित पोर्टफोलियो सुरक्षा, टैक्स-लॉस हार्वेस्टिंग, आय सृजन, ट्रस्ट-आधारित एस्टेट योजना तथा वैकल्पिक और वैश्विक निवेशों तक पहुंच पर ध्यान केंद्रित करती है। शिकागो और बे सिटी सहित कार्यालयों के साथ, Vertis Wealth संपत्ति बढ़ाने, सुरक्षित रखने और हस्तांतरित करने के लिए एकीकृत, एकल-टीम दृष्टिकोण प्रदान करती है।

Contract Estate Planning and Document Attorney

Provide estate planning services for Vertis Wealth clients by preparing trusts, wills, and related documents. Meet clients virtually or in person and collaborate with tax and financial professionals.

विवरण

  • Coordinate with Legal Directors on estate planning client matters
  • Meet clients virtually or in person to confirm their estate planning needs
  • Prepare revocable living trusts, wills, powers of attorney, healthcare directives, deeds, and LLC documents
  • Draft estate planning documents using established templates or independent methods
  • Keep current with applicable state laws
  • Collaborate with Legal Directors and tax, business, financial, and other professionals
  • Support an established client base serving households with average assets of $1 million to $10 million

आवश्यकताएँ

  • Hold a license to practice law in the posted state
  • Entry-level attorneys may be considered
  • Conduct client meetings virtually
  • Meet clients in person to oversee document execution
  • Demonstrate excellent written and verbal communication skills
  • Bring an innovative and creative approach to legal work
  • Lead initiatives and make decisive judgments
  • Manage time and organize work effectively
  • Collaborate with tax, business, and financial advisors to develop ideas into strategies

लाभ

  • Earn uncapped income based on client density in your area
  • Maintain a non-exclusive arrangement that allows work with other law firms or continued development of your own practice
  • Receive referrals from Vertis to expand your work
  • Gain exposure to financial planning
  • Set a flexible schedule
  • Access an established book of business and client referrals

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