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United States
Full-time

with clients to confirm estate planning needs. - Produce typical work products such as revocable living trusts, wills, powers... of attorney, healthcare directives, deeds, and LLCs. - Draft estate planning documents using personal methods or company-provided document templates. - Sta...

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Full-time 1 views

and managing estate and trust administration clients. Key duties... with clients to design and implement comprehensive estate plans, which include wills, revocable trusts, powers of attorney,... and advance medical directives. - Advising clients on estate planning strategies tailored to thei...

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Full-time

providing estate planning services as directed by Legal Directors. - Conduct meetings with clients either virtually or in-person to determine estate planning needs. - Prepare typical estate planning documents such as revocable living trusts, wills, powers... of attorney, healthcare directives, deeds, a...

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Full-time

or in-person with clients to confirm estate planning needs. - Produce typical estate planning documents including revocable living trusts, wills, powers... of attorney, healthcare directives, deeds, and LLCs. - Draft estate planning documents using personal methods or company-provided document templates. - Stay in...

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Full-time

Title Estate and Document Attorney Job Responsibilities - Assist the tax and wealth management teams with estate planning on a non-exclusive basis. - Work directly with clients and collaborate with internal Legal Directors and other professionals. - Receive hand-offs from Legal...

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Contract, Full-time

clients directly, either virtually or in-person, to assess and confirm their estate planning needs. - Produce estate planning documents, including revocable living trusts, wills, powers... of attorney, healthcare directives, deeds, and LLCs, using personal methods or provided document templates. - Stay in...

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Posted On Aug 31, 26
Full-time 3 views Experience : 1-5 yrs required

following detailed design instructions. - Create legal documents including revocable living trusts, irrevocable trusts,... wills, powers of attorney, healthcare directives, and related ancillary documents. - Utilize and navigate drafting platforms such as WealthCounsel, InterActive Legal, LEAP, and Adapt. Experience in at lea...

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Contract, Full-time 3 views Experience : Min 1 yrs required

with clients, either virtually or in-person, to ascertain and confirm their estate planning needs. - Prepare and draft estate planning documents such as revocable living trusts, wills, powers... of attorney, healthcare directives, deeds, and LLCs. This can be done using per...

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Full-time 4 views

hand-offs from internal Legal Directors and provide comprehensive estate planning services. - Conduct virtual or in-person meetings with clients to assess and confirm their estate planning needs. - Prepare estate planning documents such as revocable living trusts, wills, powers... of attorney, heal...

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Full-time 10 views

to provide estate planning services for clients. - Meet with clients virtually or in-person to confirm estate planning needs. - Produce typical work products such as revocable living trusts, wills, powers... of attorney, healthcare directives, deeds, and LLCs. - Draft estate planning do...

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Full-time 9 views

hand-offs from Legal Directors and confirm estate planning needs through virtual or in-person meetings. - Draft estate planning documents such as revocable living trusts, wills, powers... of attorney, healthcare directives, deeds, and LLCs, either using personal methods or provided document templates....

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Full-time 6 views

in-person with clients to confirm estate planning needs. - Prepare typical work products such as revocable living trusts, wills, powers... of attorney, healthcare directives, deeds, and LLCs. - Draft estate planning documents using personal methods or utilize company document templates. - Stay updated...

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Contract, Full-time 10 views

Title Estate and Document Attorney Job Responsibilities - Assist tax and wealth management teams with estate planning on a non-exclusive basis. - Work directly with clients and collaborate with internal Legal Directors and other professionals. - Receive client hand-offs from Legal...

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Full-time 4 views

client referrals from internal Legal Directors to deliver estate planning services. - Conduct virtual or in-person meetings with clients to confirm their estate planning needs. - Draft estate planning documents such as revocable living trusts, wills, powers... of attorney, healthc...

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Posted On Jul 15, 26
Full-time Experience : Min 4 yrs required

review process at the company. Key responsibilities include: - Reviewing estate planning documents submitted by advisors to ensure completeness, organization, and inclusion of current governing documents. - Analyzing estate planning and trust administration documents to identify... outdated, missing, incomplete, or inconsi...

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Posted On Jul 15, 26
Full-time Experience : Min 4 yrs required

Title: Estates Review & Quality Specialist - Hybrid Job Responsibilities: The Estates Review & Quality Specialist is an integral part of the company's estate planning process, tasked with ensuring the accuracy and completeness of estate planning documents. Key responsibilities include: - Reviewing estate...

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Posted On Jun 15, 26
Full-time 6 views Experience : Min 3 yrs required

Title: Paralegal (Hybrid, Part-Time) Job Responsibilities: Client Experience & Communication - Serve as the primary point of contact for estate planning clients after plan design meetings. - Guide clients through the document drafting process with professionalism and compassion. - Answer client questions and explain estate...

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