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Years of Experience
Date Last Verified
ProfileEstate Planning Attorney The candidate will be meeting with clients to design, fund, and maintain estate plans. Drafting of estate plan documents, including trusts, wills, powers of attorney, healthcare directed, and funding related documents. Reviewing and summarizing exiting estate planning documents, including making the appropriate recommendations regarding changes and additions, such as changes in law and family circumstances. Answering estate planning questions from clients and advisor teams. Serving as an in-house resource in estate planning to Wealth Management teams nationwide. Remaining current with related estate, trust, and tax legislation nationwide. Performing other duties as assigned. Must have 1+ years of legal experience in estate planning preferred. Should have Juris Doctor degree and licensed to practice law in one state. LL.M. is preferred.
1801 E Cabrillo Blvd
Santa Barbara, CA 93108-2897