The Wealth Planning Associate will play an integral role throughout the planning process, including gathering and analyzing client information, preparing planning inputs, and financial models, conducting technical research, drafting client deliverables, developing educational materials, and supporting the team's planning wokflows. Third-Party Service Providers (e.g., lawyers, accountants, etc.) Collaborate with external providers and Advisory Team members to: Maintain and regularly update the internal directory of trusted estate planning attorneys, accountants, trust companies, and other providers by region, specialty, and notes.