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Living Trusts Wills Estate Planning Specialist
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Senior Trust & Estate Document Specialist (or Trust & Estate Consultant)
LEAD Consult • Full-time
Feb 2023 - Present • 3 yrs 9 mos
Dedicated legal document specialist with extensive experience guiding clients through comprehensive estate planning, living trust setups, and will drafting. Proven track record of working within a major corporate and legal environment to ensure meticulous asset protection, compliance, and personalized client support. Committed to translating complex legal paperwork into clear, stress-free solutions for individuals and families.