Vertis Wealth

The attorney will assist tax and wealth management teams by providing estate planning services to clients, receiving hand-offs from Legal Directors. Typical work involves drafting documents such as trusts, wills, powers of attorney, and LLCs, and meeting with clients virtually or in person.

The attorney will assist tax and wealth management teams by providing estate planning services to clients, which involves meeting with them to confirm needs and drafting typical documents like trusts, wills, and powers of attorney. Responsibilities also include staying current with state laws and collaborating with internal advisors.

The attorney will assist tax and wealth management teams by providing estate planning services to clients, which involves receiving hand-offs from Legal Directors and meeting with clients to confirm their needs. Typical work products include drafting documents such as revocable living trusts, wills, powers of attorney, healthcare directives, deeds, and LLCs.