Transaction Property and Estate Planner

Association of Village Council Presidents•Bethel, AK
•Onsite

About The Position

Under the direction and supervision of the Realty Manager, the Transactions Property & Estate Planner is a hybrid role with duties split evenly between drafting and executing Last Wills and Testament for AVCP Trust clients and processing AVCP Realty transaction case files. The position complements the Probate Property & Estate Planner role in AVCP Realty. The duty station is Bethel, Alaska, for the duration of employment. The role prepares and processes transaction cases in accordance with federal regulations and Bureau of Indian Affairs (BIA) policies, with consideration for the landowner’s long-range best interests. It also supports Trust clients through Wills Clinics held in villages throughout the Yukon-Kuskokwim Delta Region. The position requires maintaining confidentiality, accurate client records, and timely reporting, and carrying duties through completion with minimal supervision.

Requirements

  • High school diploma or GED.
  • Strong written, verbal, and analytical skills.
  • Proven record of completing Last Wills and Testament and processing probate cases involving restricted property, such as Native allotment parcels and Federal Townsite lots.
  • Demonstrated research skills.
  • Working knowledge of Wills drafting and laws of intestate succession.
  • Ability to produce written work products with grammatical clarity and factual accuracy.
  • Familiarity with the Native Alaskan subsistence way of life and cross-cultural interaction.

Nice To Haves

  • Fluency in Yup’ik and English is preferred.
  • A BA/BS degree from an accredited university is preferred.
  • Knowledge of land laws affecting the State of Alaska is highly desirable.

Responsibilities

  • Maintain strict confidentiality of the department and its clientele.
  • Continue case preparation through completion regardless of the status of the case file.
  • Prepare the most complicated transaction cases.
  • Ensure transactions comply with federal regulations and BIA policies and serve the landowner’s long-range best interests.
  • Compile transaction packages for submission to the Bureau of Indian Affairs for approval.
  • Travel frequently to villages throughout the Yukon-Kuskokwim Delta Region with the Probate Property & Estate Planner to host Wills Clinics, encourage Trust clients to draft Wills, and address fractionation.
  • Create and maintain an accurate Wills Clients database.
  • Assist AVCP Realty’s Transaction Section with solving and processing complex transaction cases.
  • Provide routine reports in a timely manner and prepare ad hoc reports upon request.
  • Initiate and perform duties with minimal supervision.
  • Draft and execute Last Wills and Testament for AVCP Trust clients.
  • Process AVCP Realty transaction case files.
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