Estate Planning Client Services Lead — In-Person Signings

A growing estate planning firm is seeking a Client Services Coordinator who will take ownership of the estate planning execution process. This role involves leading client meetings, preparing legal documents, and ensuring clients clearly understand their estate plans. The ideal candidate is detail-oriented, organized, and comfortable interacting with clients. They will also coordinate closely with attorneys and junior team members.

This part-time position offers competitive compensation and the opportunity to make a significant impact in clients' lives.
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