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Estate & Legal Specialist
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Full-time
- The Estate & Legal Specialist is an integral member of the wealth planning team and a subject matter expert for our Wealth Advisors.
- While Tanglewood does not draft legal documents or provide legal advice, the specialist is responsible for the review and analysis of a client’s estate plan for alignment with their goals, facts and circumstances.
- The specialist will oversee and participate in the delivery of multi-generational estate planning, philanthropy, family governance, trust administration and estate settlement for our high-net-worth family and business owner clients.
- Participate in estate planning review meetings and prospect meetings, when appropriate.
- Provide support and guidance to clients and/or heirs for trust administration and estate settlement process.
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