Full Time
$1800 US + Bonus for each estate plan...
40
Dec 17, 2024
We will provide you with notes from our client meetings and, using our software platform, you will create the first draft of estate planning documents (wills, trusts, power of attorney, etc) and also create a draft of the PowerPoint graphic using template models we provide you. We will provide extensive training to familiarize you with our process and our documents.