5.0
19 Nov 2021
Current employee, more than 10 years
Recommend
CEO approval
Business outlook
Pros
I get up every morning to help make wishes come true through planning. People leave breathing easier and comment that talking about wills and trusts and their wishes turned out to be easier than they thought. The clients are great to work with for the most part and the tough cookies often warm up and soften before their matter is closed.
Cons
The paper chase - It seems like it takes more steps and more effort to get benefits applications approved by Medicaid and the VA which means more time involved in chasing down additional documents. While it can wear you out, it's satisfying when you like to organize things and get everything in its place and it's worth it for the approval.