Manage estate planning files from intake through completion, ensuring timely document preparation and attorney support.
Communicate with clients regarding documents, signatures, and next steps to keep matters moving efficiently.
Review documents for completeness and accuracy, maintain organized electronic files, and track deadlines.
Molt Legal Partners is a law firm that provides contract legal support services, specializing in estate planning for well-established practices. They operate with a dedicated drafting service and seek experienced independent contractors for flexible remote roles.
Serve existing and prospective clients across financial planning disciplines including retirement, tax strategy, equity compensation, real estate, and estate coordination.
Support senior advisor client relationships and take on increasing ownership over time.
Prospect for new clients through referrals, community engagement, and professional networks.
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology, delivering a comprehensive wealth management experience. Backed by top-tier venture capital firms, it has a collaborative team of entrepreneurs.
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.
Create proactive, multi-year tax planning for high-net-worth individuals and their businesses.
Build deep, trusted relationships with sophisticated clients and mentor tax associates.
Leverage the latest tax technology and own outcomes in a high-caliber, small-firm environment.
This firm is a boutique tax strategy and planning firm serving business owners in the $3M–$30M range. It provides proactive, high-touch tax advisory and is focused on high-net-worth individuals, fostering a client-centric environment with top-tier talent.
Serve as primary client contact, spending up to 50% of time in direct client meetings via Zoom.
Create and deliver tailored tax plans, research complex tax issues, and coordinate with the tax preparation team.
Maintain strong client relationships, manage expectations, and stay updated on tax law changes.
We are a 100% virtual CPA firm serving Real Estate Investors, Syndicates, and Fund Managers. Our team is passionate about real estate and we are on a mission to change the accounting industry by creating a premier people-first firm where strong, talented team members thrive.
Serve as the lead advisor for a dedicated client team, delivering proactive, personalized financial advice to moderate- and high-net-worth clients.
Guide clients through portfolio strategy, financial planning, retirement income, tax-efficient savings, and education planning.
Retain and grow assets under management by building trust and coordinating with your team to ensure a first-class client experience.
Empower is a financial services company dedicated to transforming financial lives through advice, people, and technology. They foster a flexible, inclusive culture with career development and volunteer opportunities, employing thousands of associates.
Draft, review, and negotiate a wide variety of commercial agreements with customers.
Partner with Sales and Customer Success to facilitate timely contract execution.
Provide practical, business-oriented legal advice on contract terms and risk allocation.
We provide solutions that make a meaningful difference in healthcare. Founded in 1995, MIE serves as the innovation engine for business units that serve hospitals, health systems, physician practices, Fortune 500 employers, government agencies, and consumers.
Develop, revise, and present financial plans through planning software, specializing in retirement, risk management, tax, estate, and investment planning.
Partner with Wealth Advisors to maintain and enhance client relationships by actively participating in the financial planning process.
Mastery of technology stack including CRM and custodian websites, and serve as day-to-day contact for client needs.
Focus Partners Wealth offers wealth, asset, and business management services, supporting clients at every stage of life. With over $180 billion in regulatory assets under management, the firm uses research-backed investment strategies to create custom portfolios and delivers personalized wealth planning solutions to clients in all 50 states.
Leverage deep legal expertise to create practical resources for capital markets and public M&A professionals.
Write, review, and maintain practice notes, checklists, precedents, and other legal content.
Collaborate with cross-functional teams, legal practitioners, and industry experts to improve legal resources.
Jobgether is an AI-powered job matching platform. It connects top-fitting candidates with hiring companies, sharing applications and managing the process through an inclusive and efficient system.
Provide practical, business-forward legal advice to enable company operations and strategic initiatives.
Draft, review, and negotiate a high volume of agreements, including customer, supplier, and licensing contracts.
Guide intellectual property lifecycle management and support corporate governance and strategic growth transactions.
Stego is a mid-sized organization dedicated to fostering a collaborative and growth-minded culture where employees can thrive. The company emphasizes innovation, team support, and work-life balance, providing a positive environment for professional development.