Remote Financial Estate Planning Specialist

Location: Nationwide

Compensation: Salary

Staff Reviewed: Thu, Jun 03, 2021

This job expires in: 21 days

Job Category: Legal

Remote Level: 100% Remote

Weekly Hours: Full Time

Employer Type: Employer

Career Level: Experienced

Education Level: Bachelors

Job Summary

A financial management company is seeking a Remote Technical Estate Planning Specialist.

Candidates will be responsible for the following:

  • Processing 3 to 5 estate planning case briefs per day
  • Researching estate planning issues to develop effective solutions
  • Supporting requests and questions from teammates and clients

Qualifications for this position include:

  • J.D. degree from an ABA-approved law school and be an active member in good standing of the Bar
  • 3+ years experience in estate planning and probate law
  • Experience preparing estate planning documents such as wills and trusts
  • Advanced knowledge of life insurance trusts, guardianships, estate planning, fiduciary income tax preparation and asset distribution
  • Advanced knowledge of trust funding including preparing deeds, assignments and change of account ownership

COMPLETE JOB DESCRIPTION

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