Job Description

Minimum requirements:

• Bachelors degree in Accounting, Law, Business Administration, or a related field.
• Additional certifications in estate planning or relevant areas are advantageous.
• Minimum of 5 years of experience in estate planning, with a proven track record in drafting wills.
• At least 2 years of managerial experience is required, demonstrating effective team leadership and project management skills.

Required skills:

• Strong managerial and leadership capabilities.
• Expertise in estate planning and will drafting.
• Excellent organizational and administrative skills.
• Proficiency in legal and estate planning software, as well as Microsoft Office Suite.
• Exceptional attention to detail and analytical skills.
• Strong communication and interpersonal skills, with the ability to build rapport with clients and colleagues.

Role and responsibilities:Estate Planning:

• Develop and implement comprehensive estate plans that align with clients' goals and objectives.
• Provide expert guidance on asset protection, wealth transfer, tax strategies, and succession planning.

Will Drafting:

• Prepare, review, and finalize wills and related estate planning documents.
• Ensure all documents comply with current legal standards and accurately reflect clients' wishes and intentions.

Team Management:

• Lead and manage a team of estate planning professionals.
• Oversee daily operations, provide mentorship and training, and promote a positive and efficient work environment.

Client Consultations:

• Conduct detailed consultations with clients to understand their estate planning needs.
• Offer clear, professional advice and ensure clients are fully informed throughout the planning process.

Compliance and Quality Assurance:

• Ensure all estate planning activities adhere to legal and regulatory requirements.
• Maintain high standards of accuracy and quality in all documentation and processes.

Process Improvement:

• Continuously assess and improve estate planning processes to enhance efficiency and client satisfaction.
• Stay abreast of industry trends and best practices to ensure our services remain cutting-edge.

JobPlacements.com