Estate Planner - Investments

Responsibilities:

- Lead and manage the will and estate planning team, ensuring a high standard of service delivery and compliance with legal requirements

- Provide expert advice and solutions to clients on all aspects of wills, estate planning, trusts, and related tax matters

- Develop and implement strategies to grow the department, enhance client satisfaction, and maintain a competitive edge in the industry.

- Stay abreast of legal, regulatory, and market changes affecting estate planning and incorporate necessary adjustments into service offerings

- Conduct detailed consultations with clients to understand their estate planning needs, financial goals, and family circumstances

- Design and oversee the preparation of customized wills, trust documents, powers of attorney, and other relevant legal documents

- Coordinate with financial advisors, accountants, and other professionals to ensure comprehensive estate planning solutions

- Manage and resolve complex estate planning and provide end-to-end solutions to clients

- Mentor and develop team members, fostering an environment of continuous learning and professional growth

Skills:

- Excellent interpersonal and communication skills

- Strong analytical and problem-solving skills

- Commitment to staying informed on changes in laws and industry practices