Meet with wealth advisors and financial planners to review, fund, and maintain estate plans for high net worth clients.
Learn advanced planning strategies and build a book of ultra-high-net-worth clients.
Review and summarize existing estate planning documents, making recommendations based on changes in law and family circumstances.
Mercer Advisors helps families integrate financial planning, investment management, tax, estate, insurance, and more. With over 42,800 families served and ranked #1 RIA firm by Barron's, the company has a flexible, inclusive culture with over half of employees being women.
Draft estate planning documents including wills, trusts, and related legal forms.
Prepare probate pleadings and manage case files from intake through completion.
Communicate directly with clients regarding case status, documentation, and next steps.
US Legal is a growing legal practice focused on estate planning, probate, wills, and trusts. The firm offers a collaborative, remote environment with a focus on client service and professional development.
Serve as a critical link between Expert Institute and attorney-clients, conducting case intake and developing expert witness search strategies.
Manage end-to-end client engagements, ensuring timely delivery and high-quality results while building strong relationships.
Apply strong analytical and communication skills in a fast-paced, technology-driven environment, with a focus on legal analysis and client service.
Expert Institute is the nation's leading expert consulting and insights platform, helping plaintiff firms win more cases and increase profitability. Established in 2010, the company has supported over 5,000 firms nationwide and offers a SaaS platform, Expert iQ, with proprietary data and analytics.
Apply tax expertise to HNWI individuals, Trusts & Estates for client recommendations.
Technically review tax returns and collaborate with partners, clients, and senior accountants.
Research and resolve complex tax issues to foster client relationships.
This role is with a well-established, stable and growing firm located in the Concord/Pleasant Hill/Walnut Creek area. They offer real career growth and competitive compensation with an excellent array of benefits and long-term career progression.