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
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