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Associate - Estate Planning Attorney
Experience
2 yrs required
Location
San Francisco, CA, United States
Posted on
Nov 30, 2022
Profile
Associate - Estate Planning Attorney
The candidate will work on multiple existing legal estate planning engagements. Will work on new legal estate planning engagements. Work on Client Service Teams as Strategic Planning representative and be ultimately responsible for all Client Service Team efforts and initiatives. Work with Family Office Team for clients as strategic planning (estate planning, philanthropy, and life insurance) representative. Prepare client meeting material and key client deliverables for Strategic Planning work and other disciplines. Actively participate in team meetings and internal committees.
Company info
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