Advise private clients on complex estate planning, wills, trusts, and succession matters.
Guide clients through probate, letters of administration, and estate administration.
Apply senior technical expertise to improve legal offerings and leverage technology and AI for efficiency.
Axiom is a global alternative legal services provider delivering on-demand legal talent, secondments, and AI-enabled legal services to in-house legal departments. They employ over 14,000 legal professionals across North America, the UK, Europe, and APAC, fostering a flexible and inclusive culture.
Develop financial planning strategies for high-net-worth clients including estate, retirement, business, and tax planning.
Prepare case strategies, recommendations, and advice materials with accurate and timely documentation.
Partner cross-organizationally with Wealth Management Solutions, Ameriprise Bank, and RiverSource for tailored solutions.
We are a diversified financial services leader with over $1.5 trillion in assets under management, administration and advisement. Our team of 22,000 people across 19 countries serves more than 3.5 million clients and we are a longstanding leader in financial planning, advice, and insurance.
Identify, cultivate, and solicit donors for charitable estate gifts in a defined multi-state territory.
Partner with Mission Advancement staff to maximize philanthropic opportunities for every supporter.
Maintain detailed prospect plans, track activities in Salesforce, and use Crescendo Interactive for gift illustrations.
The American Heart Association is a nonprofit fighting cardiovascular disease and stroke, with a mission of longer, healthier lives. We foster a culture of work-life harmonization, supported by Heart U and extensive employee resources.
Draft and review prenuptial agreements tailored to clients' unique financial situations.
Advise clients on prenuptial best practices, compliance, and potential implications.
Stay updated on family law trends and provide timely, insightful client responses.
Neptune Legal is an innovative platform dedicated to streamlining and reinventing the prenuptial process. We are a growing firm that handles client acquisition, intake, and administrative work so you can focus on the legal work.