Estate and Document Attorney
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Job Description We are looking for an attorney to assist our tax and wealth management teams with estate planning on a non-exclusive basis.
You will be working directly with our clients and will have access to our team of internal Legal Directors and other professionals.
Principle Duties Receive hand-offs from our Legal Directors to provide estate planning services for our clients.
Meet virtually or in-person with clients to confirm estate planning needs.
Typical work product includes revocable…
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