Company Overview: WealthCounsel brings together the best - the best drafting software and legal tools, the... Helpdesk Specialist to join our team. Job Summary: WealthCounsel is seeking a Salesforce Administrator to join our IT...
WealthCounsel brings together the best - the best drafting software and legal tools, the best educators, the... Planning Practice Success Coach to join our team. Job Summary: The Practice Success Coach supports WealthCounsel member...
At Martino Law Group, LLC, you’ll have the chance to truly build your practice, not just bill hours. As an Estate.... WealthCounsel proficient: you know your way around WealthCounsel / Wealth Docx (or can get up to speed quickly). Familiarity...
associate on matter handoffs and post-death administration support as needed Assist with basic business entity formation (LLC..., MyCase or similar CRM, WealthCounsel or similar drafting software) to keep client matters moving efficiently Contribute...
documents including trusts, wills, powers of attorney, deeds, LLC formation documents, and other estate and business planning..., powers of attorney, deeds, LLCs, and related estate planning documents Experience with WealthCounsel software...