Vertis Wealth
Vertis Wealth
11 – 50 Қызметкерлер
КонсалтингҚаржыҚұқық
Vertis Wealth активтерінің көлемі шамамен 500 000 АҚШ долларынан 500 миллион АҚШ долларына дейінгі жеке тұлғалар мен отбасыларға қызмет көрсететін байлықты басқару және кеңес беру компаниясы. Оның командасы ұзақ мерзімді байлық стратегияларын үйлестіру үшін қаржылық жоспарлауды, инвестицияларды басқаруды, CPA мамандары мен салық заңгерлерінің салық саласындағы тәжірибесін, сондай-ақ мұрагерлік және заң қызметтерін біріктіреді. Компания салық тұрғысынан тиімді жоспарлауға, опциондарға негізделген портфельді қорғауға, салықтық шығындарды өтеуге, табыс қалыптастыруға, траст негізіндегі мұрагерлікті жоспарлауға және баламалы әрі жаһандық инвестицияларға қол жеткізуге баса назар аударады. Чикаго мен Бэй-Ситиді қоса алғанда, кеңселері бар Vertis Wealth байлықты арттыру, сақтау және беру үшін біртұтас, бір командаға негізделген тәсіл ұсынады.

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.

Сипаттама

  • 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

Талаптар

  • 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

Артықшылықтар

  • 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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