Position Title: Of Counsel Attorney – Estate Planning Job Responsibilities: -... Maintains membership in the Kansas State Bar and completes all required Continuing Legal Education requirements on an annual basis. - Follows the ethical requirements as set forth by the Rules of Professional...
documents such as Revocable Living Trusts, Wills, Powers of Attorney, and Healthcare Directives. This... requires proficiency in using Wealth Counsel software to ensure precision and compliance with legal standards. - Secure the Legacy: The role includes assisting clients with trust f...
Title: Paralegal - Trusts & Estates Job Responsibilities: The Paralegal - Trusts & Estates position at the law firm involves a comprehensive range of estate planning responsibilities. The paralegal will assist the firm’s attorneys and senior paralegals in various tasks related to...
wills, trusts, powers of attorney, and advance directives. - Prepare... and organize documents for client signing appointments, ensuring all paperwork is complete and accurate. - Tailor documents to meet specific client needs and legal requirements by reviewing client information. Client Interaction: - Serve as...
an experienced Of Counsel Attorney specializing in Estate Planning... wealth shift and asset protection strategies. The attorney will collaborate with clients... on business succession planning and utilize advanced techniques such as spousal lifetime access trusts and grantor retained annuity ...