
Estate Planning Specialist
3 days ago
Estate planning involves creating plans for the distribution of assets after an individual's passing. This role requires expertise in complex testamentary trusts, inheritance agreements, and asset protection strategies.
The ideal candidate will have a strong understanding of estate planning principles and be able to apply them to various scenarios.
Responsibilities- Work across the full spectrum of estate planning and administration
- Develop and implement effective estate plans for clients
- Provide guidance on complex estate matters such as probate and letters of administration
- Minimum 2 years PAE experience in estate planning or wills & estates
- Strong drafting skills and analytical mindset
- Ability to communicate complex legal concepts clearly to clients
- Opportunity to work with nationally recognized specialists in estate planning
- Access to comprehensive precedent library and expert support
- Collaborative culture with open communication and ongoing mentoring
- A collaborative approach and commitment to professional excellence
How to ApplyApply through our applications portal
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