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Estate Planner
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- Create relationships with Baird Financial Advisors and discuss their most important and complex client estate planning situations.
- Be able to answer all basic estate planning questions from FAs and their clients.
- Communication will be through conference calls, in-person meetings, formal and informal emails, formal memos, and formal estate planning documents.
- Serve as an author of articles on trust and estate planning concepts for internal audiences and external client groups.
- Develop comprehensive, customized estate planning reports and analysis using estate planning software.
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