Careers

We are seeking a team member to draft trusts, wills, and ancillary documents. MUST have a high level of experience in Wealth Docx OR Elder Docx OR ForeTrust drafting programs. (You MUST be proficient in at least one of these programs - but not in all. This is a MUST.) This is NOT an entry-level position. 

Candidate must be familiar with creating answer files, generating documents, editing documents, and drafting custom language to accomplish specific design goals with a high level of accuracy and attention to detail. 

This team member will be responsible for proofreading estate planning documents to confirm the design details are correct in the documents. This person will be familiar with and able to confirm the accuracy of concepts such as disclaimer vs. Clayton election marital funding clauses, proper beneficiaries, proper structure of distribution pattern to beneficiaries, custom final disposition instructions, and correct predeceased distribution patterns. This is NOT an entry-level position. 

Candidate ideally has 3-5 years of experience with estate planning documents and can proofread them at a conceptual and detail level.