draft estate planning documents, including wills, trusts, powers of attorney, and... advanced directives for health care. Will advise clients regarding retirement plans, charitable giving, and tax planning. Conduct effective consultations with potential clients. Interface with clients providing excellent customer serv...
Title Tax and Wealth Planning Paralegal Job Responsibilities The Tax and Wealth Planning Paralegal at the reputed firm is responsible for providing comprehensive legal support to attorneys in the department. Key responsibilities include: - Assisting attorneys in the preparation and...