Private Client Solicitor
Wills & Trusts Chartered Financial Planners Ltd
About this role
A Private Client Solicitor role focused on Probate, Trusts, estate planning, and related legal services. The position involves advising clients, managing estate matters, and supporting business growth.
Skills
About Wills & Trusts Chartered Financial Planners Ltd
willsandtrustspartnership.comWills & Trust Partnership is a specialist firm that combines estate planning and chartered accountancy to help individuals and families protect, grow, and enjoy their wealth. With over 30 years’ experience, they deliver personalised strategies for wills, trusts, tax-efficient planning and succession to secure clients’ financial futures. The firm emphasises practical, compliant advice and ongoing support, blending legal and tax expertise to simplify wealth transfer and asset protection.
About Wills & Trusts Chartered Financial Planners Ltd
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
and employee contacts for Wills & Trusts Chartered Financial Planners Ltd.
Salary
$153k – $206k
per year