Estate Planning Partner Jobs

Legal Assistant - Estate Planning The candidate will be responsible ... documents to include memoranda, and estate planning documents and corporate agreements. Draft ... documents and corporate agreements. Draft estate..

Estate Planning Assistant Duties: Coordinating client support ... customers and clients in their estate planning needs. Ensure the law firm’s ... phone finals. Assemble client’s final estate planning portfolio. Creation..

... will work closely with the Partner and other Advisors on the ... ranging from investment strategies, retirement planning, education savings, tax strategies, estate planning, insurance strategies, and more. Expected..