Provide estate planning and estate and trust administration services for clients in Virginia. Responsibilities include designing and implementing wills, trusts, powers of attorney, and medical directives; advising on estate strategies and fiduciary duties; managing probate filings; coordinating document execution and administration tasks; and maintaining client communication throughout matters.

Manage and grow client accounts in the equipment rental space through inside and outside sales. Prospect, cold call, and close deals across an assigned territory (DMV), provide consultative rental solutions, collaborate with internal teams, and maintain accurate sales records and pipeline.