Senior Estate Planning Specialist

Job is Expired

Location: Remote

Compensation: Salary

Staff Reviewed: Tue, Mar 26, 2024

Job Category: Legal

Weekly Hours: Full Time

Employment Status: Permanent

Career Level: Experienced, Senior Level

Education Level: Masters

Job Summary

A company is looking for a Senior Estate Planning Specialist.

Key Responsibilities:

Review and summarize current estate plans, wills, and trusts to identify inefficiencies and opportunities
Prepare clients for meetings with their estate attorney for creating or updating planning documents
Provide insights and recommendations on wealth planning strategies based on clients' financial circumstances and goals

Required Qualifications:

JD degree
7+ years of experience in estate planning
Comfortable transitioning to an advisory role
Experience in working with various types of trusts and estate planning technologies
Experience consulting with clients with taxable estates

COMPLETE JOB DESCRIPTION

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Job is Expired

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