Job Summary

A software development company is filling a position for a Telecommute Estate Reporting Specialist.

Core Responsibilities of this position include:

• Reviewing Estate Reports and underlying documents to confirm an accurate visual representation of a client’s estate plan
• Quickly identifying and distinguishing fiduciaries, trust structures, and key provisions/features of estate planning documents
• Distilling financial information to map the flow of assets upon death

Required Skills:

• Bachelor's degree
• Paralegal certificate, CTFA, or JD
• Minimum of 3 years experience in the T&E industry
• Experience drafting, reviewing, and diagramming advanced estate planning documents