Creative Planning
Creative Planning — Santa Clara, Santa Clara County
Job Description The primary responsibility of the Estate Planning Attorney is to help a client complete an accurate estate plan that fulfills the client’s wishes in an efficient fashion, specifically by being available for a ‘start’ meeting within 5 business days, setting the signing meeting at the end of the start meeting, walking through the documents with the client during the signing meeting a…
To apply for this job please visit www.adzuna.com.
Working in Santa Clara, CALIFORNIA, US
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