Job Details

Trusts and Estates Attorney in Denver, CO

This job is expired...

Company name

Mercer Advisors

Organization Type

In-House

Job Type

Attorney

Practice Area

Trusts and Estates

Years of Experience

Min 1 yrs required

Location

USA Denver, CO

Date Last Verified

Mar 30,2018

Posted on

Feb 16,2018

146 hits

Profile

Estate 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.

Company info

Hiring Coordinator
Mercer Advisors
1801 E Cabrillo Blvd
Santa Barbara, CA 93108-2897