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Associate - Estate Planning Attorney

Experience
2 yrs required

Location
San Diego, 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.

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