Estate Planning Consultant - job 1 of 2

Job Summary

A company is looking for an Estate Planning Consultant to support high net-worth individuals and business owners with their estate planning needs.

Key Responsibilities

• Lead clients through sophisticated trust and estate planning needs, collaborating with various stakeholders
• Deliver accurate and high-quality planning services to a diverse group of business owners
• Manage professional relationships and ensure timely client deliverables

Required Qualifications

• 10+ years of professional experience in trust, estate planning, probate, and fiduciary matters
• Experience with passthrough entities and entity selection and reorganization
• Understanding of tax reporting requirements and ability to read financial statements
• Proficiency with Microsoft Office Suite
• Must be located in the US; this role is not eligible for sponsorship