The posting
ESTATE PLANNING PROFESSIONAL Plano, TX • Tampa, FL • Camas, WA The Opportunity: As an Estate Planning Professional, your role is crucial in helping our clients better understand their existing estate plan and identify next steps in fulfilling their planning goals. While you will not provide legal advice, you will work directly with our existing clients to educate them about estate planning concepts and strategies after evaluating their documents and assets. You will identify any gaps or...



