Trusts and Estates Specialist

1 day ago


Newport Beach, California, United States Jobot Full time

Estate Planning Opportunities

This role involves working closely with clients to develop personalized estate plans, including wills, trusts, powers of attorney, and advanced healthcare directives. You will also assist clients in trust administration, provide expert legal advice on probate matters, and collaborate with financial advisors and accountants to integrate legal solutions into clients' overall financial plans.



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