Source Job

• Review and finalize estate planning documents, including revocable living trusts, drafted by the paralegal team.
• Ensure quality and handle final legal oversight by signing off on completed plans after confirming accuracy and alignment with client goals.
• Provide custom language or revisions for client needs outside standard templates and communicate with the client services team on drafting-related questions.

Rosenblum Law is a law firm specializing in estate planning and trust and estate practice, with a strong system of paralegal-driven drafting using Wealth Counsel. They are seeking a part-time remote attorney to support their growing practice and distributed team.

• Drive business development through client meetings, presentations, and thought leadership.
• Review estate planning documents and provide strategic recommendations to enhance client planning.
• Serve as an in-house resource on tax and estate planning for wealth management teams nationwide.

Mercer Advisors helps families simplify their financial lives by integrating financial planning, investment management, tax, estate, and more. Serving over 31,300 families across 90+ U.S. cities and ranked #1 RIA by Barron's, it offers a flexible, national workplace where over half of employees are women.