What are the responsibilities and job description for the Estate Planning Specialist position at Lambariello, Smith & Speed?
Job Description
This role involves independently handling estate planning and estate administration files, including client meetings, drafting documents, and guiding clients through the probate and trust settlement process.
The ideal candidate will have excellent communication skills, be able to explain complex legal concepts to clients, and demonstrate a strong sense of empathy for client situations.
This role involves independently handling estate planning and estate administration files, including client meetings, drafting documents, and guiding clients through the probate and trust settlement process.
The ideal candidate will have excellent communication skills, be able to explain complex legal concepts to clients, and demonstrate a strong sense of empathy for client situations.
