Anyone in OC estate planning council? Need a referral to get membership. Thanks! Please DM me.

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Additional Posts in Estate and Trust Taxation

Hi,
I'm building a software product to help lawyers and customers simplify the estate planning process. I would love to talk with any estate planning lawyers (in CA or FL is a plus!). If you're interested, please shoot me a note here. Thanks!

If you work with estates and trusts, this is the bowl for you.

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Where do you work and what type of work do you do? PA firm, law firm, IRS? Tax compliance, fiduciary accounting, audit?

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