Estate Planning Professional
About The Position
The Estate Planning Professional works directly with existing high-net-worth clients to help them understand their estate plans and identify next steps toward their planning goals. The role evaluates clients’ estate planning documents and assets, identifies gaps or risks that could affect their goals, and explains available estate planning options and relevant considerations. The position does not provide legal advice and reports to the Estate Planning Team Leader. The professional gathers estate and trust documentation and other relevant information, reviews estate planning documents, and shares estate planning knowledge with clients and internal partners. They collaborate with the Financial Planning team, Investment Counselors, and Tax Managers, and manage daily calls with clients and internal partners.
Requirements
- At least 5 years of experience working in the trust/estate planning field.
- Experience working on complex estates and an understanding of trusts.
- Experience handling sensitive materials and information.
- Experience building credibility and trust in a short amount of time.
Responsibilities
- Gather estate and trust documentation and other relevant estate planning information from high-net-worth clients.
- Communicate with the Financial Planning team, Investment Counselors, and Tax Managers.
- Review documents such as Wills, Trusts, Powers of Attorney, Living Wills, and Buy/Sell Agreements to identify opportunities to help clients achieve their goals.
- Educate clients about estate planning concepts and strategies after evaluating their documents and assets.
- Identify gaps or risks that could prevent clients from achieving their planning goals and explain available options and relevant considerations.
- Share estate planning expertise with clients and internal partners.
- Manage daily calls with clients and internal partners.
Benefits
- 100% paid medical, dental, and vision premiums for the employee and qualifying dependents.
- A 50% 401(k) match, up to the IRS maximum.
- 20 days of PTO plus 10 paid holidays.
- Family Support programs, including 8 weeks of Paid Primary Caregiver Leave, $10,000 in fertility, family-forming, and hormonal health assistance, and backup child, adult, and elder care.
- Eligible for a discretionary bonus based on firm and individual performance.
- Learning and development framework customized for every employee.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
