Estate and Document Attorney

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…

Must be a licensed attorney. Experience in estate planning and document preparation is required. Ability to work directly with clients and collaborate with internal teams.