Attorney

• Provide estate planning services to clients referred by Legal Directors
• 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 directly with clients and collaborate with tax, business, financial, and internal legal professionals
• Oversee document execution
• Serve households with average client assets of $1 million to $10 million

Explore Estate and Document Attorney at Vertis Wealth. Review requirements and application details.