Title: Probate/Trust Administration Attorney Job Responsibilities: - Service probate and trust administration clients virtually within California. - Meet with potential clients using established processes. - Manage probate and trust administration cases from inception to completion. - Conduct legal research and make court appearances as necessary. -...
Title: Estate Planning Attorney - 4 days a week (Salary plus bonus) Position Summary: The Estate Planning Attorney is responsible for meeting with prospective and returning clients to conduct consultations and analyze estate plans. The attorney will ensure that legal documents are...
and Estates Attorney: Join Our Growing Team at **Members Only**! H1: Trust and Estates Attorney Position Available at **Members Only** H2: Join Our Team and Make a Difference in People's Lives Are you passionate about helping people plan for their...
Title: Private Banker - Vice President or Executive Director Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire...
The ideal candidate will handle client meetings, prepare basic estate planning documents, and implement sophisticated wealth transfer strategies. Proficiency in... computer skills, practice management, and strong business development... skills are Details:Conduct client meetings and assess their estate planning ...