Vertis Wealth
Vertis Wealth
11 – 50 Xodimlar
HuquqKonsaltingMoliya
Vertis Wealth aktivlari taxminan 500 000 AQSh dollaridan 500 million AQSh dollarigacha bo‘lgan jismoniy shaxslar va oilalarga xizmat ko‘rsatuvchi boylikni boshqarish va maslahat firmasi. Uning jamoasi uzoq muddatli boylik strategiyalarini muvofiqlashtirish uchun moliyaviy rejalashtirish, investitsiyalarni boshqarish, CPA mutaxassislari va soliq yuristlarining soliq bo‘yicha tajribasi, shuningdek meros va yuridik xizmatlarni birlashtiradi. Firma soliqlarni samarali rejalashtirish, optsionlarga asoslangan portfelni himoyalash, soliq zararlarini realizatsiya qilish, daromad yaratish, trast asosidagi merosni rejalashtirish hamda muqobil va global investitsiyalardan foydalanish imkoniyatiga e’tibor qaratadi. Chikago va Bey-Siti kabi shaharlarda ofislari bo‘lgan Vertis Wealth boylikni ko‘paytirish, saqlash va o‘tkazish uchun integratsiyalashgan, yagona jamoa yondashuvini taklif etadi.

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.

Tavsif

  • 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

Talablar

  • 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

Imtiyozlar

  • 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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