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Organization TypeLaw Firm
Years of Experience
Date Last Verified
ProfileAttorney - Estate Planning The candidate will provide trust and estate planning advice to individuals and their families. Should possess 3 years of experience in the trusts and estates planning practice area. Should be comfortable expending the majority of efforts creating and reviewing estate plans, meeting with clients and advisors and overseeing staff in the client relationship. Job duties include: Prepare and review client projects and documents; Oversee staff and review and draft estate planning documents; and Conduct full estate reviews and provide estate planning advice to clients and their families. Proficiency and/or experience in the following software is preferred: Microsoft Office Suite 2011 (Word, Excel, Outlook, etc.); TimeMatters; WealthCounsel; Estate Planning Tools.
Current Employee - Reviewed on August 18, 2017
I think that if the partners and superiors do a better job of planning on how to communicate with some of the associates better, it would make some of the projects and cases run more efficiently.Pros : The associates that work here all seem to be happy most of the time. I think that the good pay and salary have something to do with that. I like the resources I have access to as well. I also think that the clientele is really great.