Advise business owners on entity formation, governance, succession, compliance, asset protection, and exit planning, and coordinate business strategies with their estate plans. Lead virtual client and advisor meetings, draft and review legal documents, and collaborate with financial advisors and a national legal team.
Own relationships with a portfolio of RIA partner firms and advisors, guiding onboarding, referrals, and ongoing engagement to build habitual use of the estate planning service. Monitor advisor activity, support clients through the referral process, coordinate with attorneys and Client Success, and address issues that could delay plan completion.
Lead virtual client meetings, develop tailored estate planning strategies, and draft and review wills, trusts, and related documents. Advise clients on complex estate and tax matters, coordinate with financial advisors and legal colleagues, and support effective plan implementation, including asset titling and trust funding.
Guide clients through estate planning by conducting virtual meetings, advising on estate and tax matters, and drafting and reviewing wills, trusts, and related documents. Coordinate with financial advisors and legal colleagues, support trust funding and plan implementation, and maintain strong client and advisor relationships.
