Estate Planning Consultant

Job OverviewWe are seeking a detail-oriented Document Preparer to join our team at Financial Planning Ministry. As a key member of our team, you will play a crucial role in analyzing estate plan requests, obtaining critical information, and preparing accurate documents.Key Responsibilities:Manage a high-volume caseload of requests for new documents and...

Job Title: Accounting Planning ConsultantAbout the RoleWe are seeking a highly skilled Accounting Planning Consultant to join our team at Wright Ford Young & Co. As a key member of our Planning Team, you will work closely with clients, their CPAs, and other advisors to provide tax and estate planning strategies and recommendations.Responsibilities· Review...

Job Title: Estate Planning AttorneyAscendion is seeking a highly skilled Estate Planning Attorney to join our team. As an Estate Planning Attorney, you will be responsible for conducting in-person planning sessions, designing and overseeing the implementation of estate plans, and representing clients in non-contested conservatorship and trust modification...

Trust and Estates Attorney PositionJobot, a prominent firm in the legal sector, is seeking a skilled Trust and Estates Attorney to enhance their legal team. This full-time role demands a minimum of 5 years of expertise in estate planning with a significant emphasis on tax law.Key Responsibilities:Deliver comprehensive legal counsel and services pertaining to...

Job OpportunityWe are seeking an experienced Associate with a background in Estate Planning to join our team. With a strong track record of success in estate planning, trust administration, estate taxes, and local probate court procedures, you will have the opportunity to showcase your expertise and contribute to the growth of our organization.Key...

About the RoleWe're seeking an experienced Estate Planning, Trust Administration, and Probate Attorney to join our team at Jobot. As a key member of our team, you'll work closely with our leading expert, Charlotte, to manage our growing caseload and provide exceptional support to our clients.Key Responsibilities:Assist with estate planning, trust...

About the JobFirm providing legal services in the areas of charitable planning, tax, estate, and more. We are seeking a highly skilled and experienced paralegal to join our team as an Estate Planning Paralegal. The ideal candidate will have a strong background in estate planning, excellent drafting skills, and the ability to work well under...

Position OverviewAbout Us –Aspiriant LLC is a distinguished estate planning firm located in Southern California, specializing in estate and business succession strategies for high-net-worth individuals and families, along with their closely held enterprises. We pride ourselves on fostering a supportive and resource-rich environment that promotes teamwork...

Position OverviewAbout Us –Aspiriant LLC is a premier estate planning firm located in Southern California, dedicated to providing tailored estate and business succession strategies for high-net-worth individuals and families, along with their closely held enterprises. Our firm prides itself on fostering a collaborative and supportive environment, equipped...

Position OverviewAbout Us –Aspiriant LLC is a distinguished estate planning firm located in Southern California, specializing in estate and business succession strategies for high-net-worth individuals and families, along with their closely held enterprises. We pride ourselves on providing exceptional support and resources within a collaborative and...

Become a part of our team as an Estate Planning Tax AttorneyAt Jobot, we are a prominent nationwide LLP seeking a skilled Estate Planning Tax Attorney to enhance our expanding team.About Us:We are a well-established LLP in search of a knowledgeable Permanent Estate Planning Tax Attorney to join our vibrant Finance sector team. The ideal candidate will...

About JobotJobot is a nationwide Limited Liability Partnership (LLP) seeking an experienced Estate Planning Tax Attorney to join our dynamic team in the Finance industry.Job SummaryWe are looking for a seasoned professional with a strong background in technical tax, tax planning, and estate planning to provide comprehensive tax advice and guidance on estate...

About the RoleWe are a nationwide LLP seeking an experienced Estate Planning Tax Attorney to join our dynamic team in the Finance industry.Key ResponsibilitiesProvide expert advice on estate planning matters, including wills, trusts, conservatorships, and probate.Prepare and review complex technical tax memorandums and other legal documents related to estate...

About the RoleWe're seeking an experienced Estate Planning, Trust Administration, and Probate Attorney to join our team at Jobot. As a key member of our team, you'll work closely with our leading expert, Charlotte, to manage our growing caseload and provide exceptional support to our clients.Key Responsibilities:Assist with estate planning, trust...

Job OverviewWe are a nationwide Limited Liability Partnership (LLP) seeking an experienced and highly skilled Permanent Estate Planning Tax Attorney to join our dynamic team in the Finance industry.Key ResponsibilitiesProvide expert advice on a variety of estate planning matters, including wills, trusts, conservatorships, and probate.Prepare and review...

Job OpportunityWe are a nationwide law firm seeking an experienced Estate Planning Tax Attorney to join our team.About the RoleProvide expert advice on estate planning matters, including wills, trusts, and probate.Develop and implement effective tax planning strategies to minimize tax liabilities.Collaborate with clients to understand their estate planning...

Trust and Estates Attorney PositionJobot, a prominent firm in the legal sector, is seeking a Trust and Estates Attorney to enhance their practice. This role is designed for a full-time candidate with a robust background in estate planning and a keen understanding of tax regulations.Key Responsibilities:Deliver expert legal counsel regarding estate planning,...

About the RoleBrown & Streza LLP, a mid-sized law firm in Orange County, is seeking a detail-oriented paralegal to join our Estate Planning team. As a key member of our team, you will assist our attorneys with fast-paced document-intensive projects and a heavy workload.ResponsibilitiesAssist in the initial drafting of estate planning documents, ensuring...

Become a key member of our team as a Tax and Estate Planning AttorneyAt Jobot, we are a prominent nationwide LLP in search of a skilled Tax and Estate Planning Attorney to enhance our expanding team.About Us:We are a well-established LLP looking for a dedicated Permanent Tax and Estate Planning Attorney to join our innovative Finance sector team. The ideal...

Become a vital part of our team as a Senior Estate Planning Tax CounselAt Jobot, we are a prominent nationwide LLP seeking a knowledgeable Estate Planning Tax Attorney to enhance our expanding team.About Jobot:We are a leading LLP in the Finance sector, looking for a skilled Permanent Estate Planning Tax Attorney to join our innovative and collaborative...