Estate and Document Attorney
Vertis Wealth, LLC
Job Description
We are looking for an attorney to assist our tax and wealth management teams with estate planning on a non-exclusive basis. You will be working directly with our clients and will have access to our team of internal Legal Directors and other professionals.
Principle Duties
- Receive hand-offs from our Legal Directors to provide estate planning services for our clients.
- Meet virtually or in-person with clients to confirm estate planning needs.
- Typical work product includes revocable living trusts, wills, powers of attorney, healthcare directives, deeds, LLCs.
- Draft estate planning documents using your own methods or use our document templates.
- Stay up-to-date with the latest state laws.
- Work with our team of friendly professionals.
- Work with an established book of business: Households with average client assets from $1 million to $10 million
- We give you clients because they are already our clients!
Requirements
- Must be licensed in the posted state. Entry level attorneys will be considered.
- Can conduct client meetings virtually, but must be able to meet clients to oversee document execution. We can help identify conference room space if necessary.
- Excellent written and verbal communication skills
- Innovative and creative
- Ability to lead and be decisive
- Time management and organization
- Collaborative skills to accept and turn ideas into strategies with help of tax, business, and financial advisors.
Benefits
- Compensation: $250-$350 hourly
- Uncapped earning potential based on client density in your area
- Not exclusive. You can work with other law firms or continue to build your own. Vertis can be a great referral source to expand your work.
- Exposure to financial planning
- Flexible schedule
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Estate and Document Attorney in Amarillo, TX vacancy
$6,018.55 per month
...sometimes, but it is mostly remote work (depending upon location). Attorney I Minimum Base Salary: GR.B22 ($6,018.55/month) **The... ...may download the State of Texas Application and additional documents to complete and submit via email to the contact person...DocumentWork at officeRemote workNight shiftIndependent Office of Inmate Counsel
Amarillo, TX21 days ago- ...Misdemeanors; prepare cases for trial including research, filing documents, participating in discovery, and appearing in court; screens... ...on essential elements of a case. - Plea-bargains with attorneys and defendants. - Prepares for and tries both jury and non-jury...DocumentWork at office
City of Amarillo
Amarillo, TX1 day ago $90k - $150k
...About the job Civil Litigation Attorney Pay: $90,000.00 - $150,000.00 per year... ...litigation, transactions, energy, real estate, corporate, banking, and finance. Our team... ...pleadings, motions, briefs, and other legal documents. Manage discovery, depositions,...DocumentImmediate startOrion Placement
Amarillo, TX1 day ago$73.82k
POSITION ANNOUNCEMENTPOSITION: Staff Attorney (Full-Time) Hybrid CLOSING DATE: Position Immediately Available and Closed When FilledLOCATION... ...and options.Draft pleadings, motions, briefs, and other legal documents.Represent clients in court and before administrative or quasi-...DocumentFull timeWork at officeLocal areaImmediate startAfternoon shiftLegal Aid of Northwest Texas
Amarillo, TX3 days ago$90k - $130k
...Jones is a nationwide criminal defense firm built on purpose, service, and strong relationships. We’re hiring a full-time Associate Attorney to join our Amarillo office, where you’ll have the opportunity to make a real difference in clients’ lives. Compensation ranges...SuggestedFull timeWork at officeDunham & Jones, Attorneys at Law PC
Amarillo, TX17 days ago$125k - $140k
...law firm is seeking a 1–3 year Corporate Transactional Associate Attorney to join its corporate team in Amarillo, Texas. Your focus... ...transactions, M&A, business planning, corporate governance, real estate, finance, and lending matters. The ideal candidate has 1+ years...Mission Recruiting
Amarillo, TXa month ago- ...packages for residents, meeting with and contacting renewing residents in advance of move-out dates, and ensuring that lease renewal documents are signed and implemented on time. Responds quickly and courteously to resident and client/owner concerns and questions and...DocumentTemporary workWork at officeWeekend work
Capstone Real Estate
Amarillo, TX4 days ago - Oceans Healthcare in Amarillo, TX seeks a Financial Counselor to advise patients on medical bills, coordinate with insurers, and help manage balances in accordance with contracts and regulations. You will review insurance benefits with new admissions, enter data in the ...Work at office
- ...disability assistance. Complete the appropriate applications and following through until approved. Detailed, accurate and timely documentation in both MPower and the hospital systems on all cases worked. Provide exceptional customer service at all times. Participate in...Full timeWork at officeMonday to FridayShift work
- ...disorders. Collaborate closely with an interdisciplinary team to create patient-centered treatment plans, provide family education, and document progress. We offer a nurturing, dynamic, and rewarding work environment with opportunities for professional growth while...Document
Encompass Health
Amarillo, TX9 hours ago - ...families on strategies for improved communication and safe swallowing. Collaborate closely with an interdisciplinary rehab team, document progress, and contribute to discharge planning. Enjoy a nurturing culture focused on high-quality, patient-centered care and strong...DocumentWork from home
Encompass Health
Amarillo, TX9 hours ago - ...language rehabilitation needs. Identifying issues and modifying speech therapy treatment if necessary. Tracking and documenting patient performance, progress, and response to treatment. Celebrating patient victories along the way....DocumentFull timePart timeReliefFlexible hours
- ...disorders. Collaborate closely with an interdisciplinary team to create patient-centered care plans, provide family education, and document outcomes. Join a nurturing, dynamic, and rewarding work environment that supports professional growth and evidence-based practice...Document
$15.5 per hour
Guest Advocate Starting Hourly Rate / Salario por Hora Inicial: $15.50 USD per hour Working at Target means helping all families discover the joy of everyday life. We bring that vision to life through our values and culture. Learn more about Target here. Advocates...Hourly payWork at officeLocal areaImmediate startFlexible hoursShift workNight shiftDay shiftTarget
Amarillo, TX2 days ago$25.24 - $34.73 per hour
...the role: Participate with members of the interdisciplinary team to review, plan, coordinate and evaluate resident’s care. Document the resident condition and nursing needs accurately and in a timely manner. Reports pertinent observations and reactions regarding...DocumentHourly payFull timeLifespace Communities
Amarillo, TX16 days ago- ...language rehabilitation needs. Identifying issues and modifying speech therapy treatment if necessary. Tracking and documenting patient performance, progress, and response to treatment. Celebrating patient victories along the way....DocumentFull timePart timeFlexible hours
Encompass Health Rehabilitation Hospital of Amarillo
Amarillo, TX9 hours ago - ...Complete brake, suspension, and preventive maintenance services. Inspect parts and identify repair or replacement needs. Document diagnostic findings, repairs, and completed services. Maintain compliance with safety procedures and service standards. Required...Document
J Lee Milligan Inc
Amarillo, TX4 days ago $1,500 - $2,000 per week
...Pay $1500-$2000 a week per driver Responsibilities: Safely operate a heavy or tractor-trailer truck Properly track and document activity log Report any issues or incidents to dispatch Inspect truck before and after trip Qualifications: Previous experience...DocumentAlvarado Trucking
Amarillo, TX15 days ago- ...recreational activities under the supervision of a CTRS. The role involves planning and conducting individual and group activities, documenting in patient records, and collaborating with the treatment team to promote patient progress. The position requires sensitivity to...Document
Oceans Healthcare, L.L.C.
Amarillo, TX4 days ago - ...toiletingProvide supportive homemaking and environmental servicesAssist with ambulation and range of motion exercisesObserve, report, and document patient condition and care providedHelp maintain a safe, clean, and comfortable home environmentWork under the supervision of a...DocumentFull time
Roadrunner HomeCare
Amarillo, TX23 hours ago $14 per hour
...questions guests have during their stay • Perform cleaning duties and arrange guest rooms to our hotel’s standard before guests arrive • Document rooms cleaned, and report lost and found items and any damage or repairs needed • Make beds, strip sheets, stock rooms with...DocumentHourly payEverhome Suites Amarillo West - Medical Center
Amarillo, TX4 days ago- ...This position is an "in office" position and NOT remote. Job Duties include: Answering phones Making client calls Copying and saving documents for files Relaying plea offers Calendaring Reviewing evidence Communicating with clients Please send resumes to archerdefense@...DocumentWork at officeMonday to Friday
NALS of Amarillo
Amarillo, TX4 days ago - ...nursing care, administer medications, monitor vital signs, and support care plans in collaboration with RNs and providers. You’ll document care accurately, follow infection control and safety protocols, and communicate clearly with patients, families, and healthcare teams...DocumentFull timeContract work
$41.86k - $127.46k
...experience equivalent to at least the next lower grade level, that includes: \n \n Performing physical inspections of persons, documents or goods for criminal activity, fraud, and/or illegal operations. \n Utilizing observational techniques, evaluating facts, and...DocumentFull timeContract workWork at officeLocal areaImmediate startCustoms and Border Protection
Amarillo, TX23 days ago- ...returning unused items to the established location, and notifying the maintenance supervisor about re-ordering needs. o Completes documentation and other paperwork in a timely, accurate, and complete fashion so that service requests can be appropriately documented and...DocumentFor contractorsFlexible hours
Capstone Real Estate Services, Inc
Amarillo, TX24 days ago $16.55 - $22.72 per hour
...the direction and monitoring of a licensed nurse, and according to physician orders. May order/reorder medications. Record and document all medication, treatment and care provided for residents. Take and record vital signs of residents. Prepare monthly summaries...DocumentHourly payFull timeWork experience placementLifespace Communities
Amarillo, TX29 days ago- ...direct ing patients' schedule s , call schedule, staffing, and vacations. Ensures equipment maintenance is conducted, completed, and documented; assists in ensuring supplies and procedures are properly documented while performing CT procedures. Qualifications Job...DocumentFull timeDay shift
- ...lessons learned. Assist with developing and improving safety procedures and programs. Incident Management Respond to and document incidents, injuries, and near misses. Conduct investigations to determine root causes and corrective actions. Coordinate reporting...Document
HireFinderRPO
Amarillo, TX23 hours ago $1,000 per month
...patients and family on illnesses or injuries, and plan long-term care needs. Other responsibilities as an ER Travel Nurse include documenting medical history, checking for any allergies patients might have, obtaining patient vital signs, and monitoring patients'...DocumentImmediate startTotalMed Staffing
Amarillo, TX4 days ago- ...Assess and triage patients in emergency situations Administer medications and treatments as ordered by physicians Monitor and document patient vital signs and medical history Collaborate with healthcare team to develop and implement patient care plans Provide...DocumentPart timeImmediate startShift work
Altus Community Healthcare
Amarillo, TX1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Estate and Document Attorney. Be the first to apply!
