Senior Estate Planning Specialist

Location: Remote
Compensation: Salary
Staff Reviewed: Tue, Mar 26, 2024
This job expires in: 1 days

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

The job description is available to subscribers. Subscribe today to get the full benefits of a premium membership with Virtual Vocations. We offer the largest remote database online...

BECOME A PREMIUM MEMBER TO
UNLOCK FULL JOB DETAILS & APPLY

  • ACCESS TO FULL JOB DETAILS AND APPLICATION INFORMATION
  • HUMAN-SCREENED REMOTE JOBS AND EMPLOYERS
  • COURSES, GROUP CAREER COACHING AND RESOURCE DOWNLOADS
  • DISCOUNTED CAREER SERVICES, RESUME WRITING, 1:1 COACHING AND MORE
  • EXCELLENT CUSTOMER SUPPORT FOR YOUR JOB SEARCH