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 o…
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Branded Environments, Signage & Wayfinding Designer II
Dallas, Texas, United States · On-site
Mid level
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Gold Adam
Real Estate Strategist
Dallas, Texas, United States · On-site
$125k–$150k/yr
Mid level
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Provide estate planning services including drafting trusts, wills, and powers of attorney for existing clients. Collaborate with internal tax and financial advisors to turn client needs into effective legal strategies.
Requirements
Must be a licensed attorney in the state of Texas. Excellent communication skills and the ability to conduct both virtual and in-person client meetings are required.
Full job description
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
Related keywords
Estate PlanningAttorneyRevocable Living TrustsWillsPowers Of AttorneyHealthcare DirectivesDeedsLLCsTax PlanningWealth ManagementLegal ComplianceClient MeetingsDocument ExecutionContractor
LET’S CREATE YOUR LEGACY, ONE VICTORY AT A TIME.
At Vertis Wealth, our mission is to empower your financial future with unparalleled foresight and expertise, crafting personalized strategies that secure your legacy for generations. We commit to being your trusted partner, turning complex financial, tax, and legal into a seamless journey towards sustained wealth and a lasting impact.
Healthcare:
Healthcare Principal: Deb Harris
“We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.”
Based on 968 listings with disclosed salaries, most consulting jobs in Dallas, TX pay between $65k–$201k per year. Individual offers vary with seniority, company size, and specialization.
How many Consulting jobs are open in Dallas, TX right now?
There are currently 2,226 open consulting positions in Dallas, TX listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Consulting roles in Dallas, TX?
Companies currently hiring include Capgemini, Crowe, AECOM, Goldman Sachs, H&R Block, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Consulting jobs in Dallas, TX?
Yes — 981 of the 2226 open consulting positions offer remote or hybrid work (335 remote, 646 hybrid).
How do I apply for Consulting jobs in Dallas, TX?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.