Estate Planning Funding & Settlement Specialist
Golden Oaks Law Group
Golden Oaks Law Group, LLP is a full-service trust and estates law firm seeking a dynamic Trust and Estate Coordinator. You will develop trust funding and settlement plans, prepare financial institution forms, and guide clients through funding and settlement with a proactive, highly organized approach. You will work closely with estate planning professionals, financial advisors, and attorneys to optimize tax efficiencies and asset protection while ensuring accurate documentation and client #J-18808-Ljbffr Golden Oaks Law Group
Vacancy posted 4 days ago
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