- Primary Responsibilities:
Estate Strategy Development: Create and implement detailed estate strategies that align with clients' goals. Offer expert advice on protecting assets, transferring wealth, optimizing tax strategies, and planning for succession.
- Will Preparation: Draft, review, and finalize wills and related estate documents, ensuring compliance with legal standards and that they accurately represent clients' intentions
- Team Oversight: Manage a team of estate planning professionals, overseeing daily tasks, providing guidance and training, and fostering a productive and positive work environment
- Client Interaction: Engage in comprehensive consultations with clients to assess their estate planning needs, providing clear and professional guidance throughout the process
- Regulatory Compliance and Quality Control: Ensure that all estate planning practices meet legal and regulatory standards. Uphold high standards of accuracy and quality in all related documentation and processes
- Process Enhancement: Regularly evaluate and refine estate planning processes to boost efficiency and client satisfaction. Keep up with industry developments and best practices to maintain high service standards.
Qualifications: - Educational Background: Bachelors degree in Finance, Accounting, Law, Business Administration, or a similar field. Relevant certifications in estate planning or related areas are preferred
- Professional Experience: At least 5 years in estate planning, including significant experience in will drafting. A minimum of 2 years in a managerial role with demonstrated leadership and project management skills is required
Skills: - Strong leadership and team management skills
- Expertise in estate planning and will preparation
- Excellent organizational and administrative abilities.
- Proficiency with estate planning and legal software, along with Microsoft Office Suite
- High attention to detail and strong analytical capabilities
- Effective communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
Consultant: RJ Jeftha - Dante Personnel Greenstone