HNW Estate Planning Lawyerniche recruitment • Toronto, OH, US

HNW Estate Planning Lawyer

niche recruitment • Toronto, OH, US

30+ days ago

Job type

Full-time

Job description

Job Description

Partner with IA's to provide Estate consulting services for HNW clients with $1M+ investable assets, avg $4-5M with large complex client referrals as well.
Create comprehensive summary letters
Providing reviews and feedback on estate plans and related tax rules and planning opportunities including insurance strategies.
Stay up to date on current legislation

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Estate Planning • Toronto, OH, US

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