Estate Planning Attorney Job Title Estate Planning... clients to understand their estate planning needs and objectives. -... the appropriate type of trust(s) to fulfill those objectives. - Draft estate planning documents, including wills,... various types of trusts, and ancillary documents. - Explain complex legal con...
of duties focused on estate planning, probate, trust administration,... law. Key responsibilities include: - Meeting with clients to understand their family dynamics, financial situation, and personal wishes in order to collect necessary information for their estate plans. - Drafting essential Estate... Plan...
Title: Law Firm Salesperson Job Responsibilities: - Conduct in-depth in-person consultative sales meetings with potential new clients to perform a needs analysis. - Maintain a tracking system to monitor leads, new clients, and referral sources. - Follow up with potential new...
Job Title: Estate Planning Paralegal Job Responsibilities: - Draft... legal documents, including estate plans using Wealth Docx,... procedural tasks in California probate courts, including filing and serving pretrial pleadings. - Review discovery documents and prepare discovery responses. - Assist with trust and estate ad...
Job Title: Trust & Estate Attorney Job Responsibilities: - Interface with... Provide expert advice on estate planning and wealth transfer... strategies to individuals, couples, and business owners. - Review and customize legal documents related to trusts and estates, such as wills, trusts, powers...
and Benefits Our Summer Associates will receive a competitive hourly wage and will be eligible for certain benefits including participation in our 401(k) plan. You will also be provided with a laptop to use during the program. Qualifications...
Job TitleEstate Planning AttorneyJob OverviewA well-established law... actively seeking a skilled Estate Planning Attorney with a... strong... background in trust and estate law. This role is... guiding clients through complex planning decisions, committed to delivering... excellent service, and looking for...