Vertis Wealth

Attorney

• Assist tax and wealth management teams with estate planning on a non-exclusive basis
• Receive hand-offs from Legal Directors to provide estate planning services
• Meet virtually or in-person with clients to confirm estate planning needs
• Draft revocable living trusts, wills, powers of attorney, healthcare directives, deeds, and LLCs
• Draft estate planning documents using own methods or company templates
• Stay up-to-date with the latest state laws
• Work with internal Legal Directors and other professionals
• Serve an established book of business with households holding average client assets of $1 million to $10 million

Estate and Document Attorney

• Assist tax and wealth management teams with estate planning on a non-exclusive basis
• Receive hand-offs from Legal Directors to provide estate planning services
• Meet virtually or in person with clients to confirm estate planning needs
• Prepare revocable living trusts, wills, powers of attorney, healthcare directives, deeds, and LLCs
• Draft estate planning documents using personal methods or company templates
• Stay up to date with the latest state laws
• Work with tax, business, financial, and other internal professionals
• Serve an established book of business with households holding average client assets of $1 million to $10 million