Job SummaryWe are seeking a client-focused Estate Planner to deliver comprehensive estate planning services, including wills, trusts, business success.....
Job Summary
We are seeking a client-focused Estate Planner to deliver comprehensive estate planning services, including wills, trusts, business succession, and legacy funding, while engaging clients through seminars and personalized consultations.
Responsibilities
Plan and draft Wills and Lasting Power of Attorney (LPA) documents to ensure clients’ estate wishes are legally documented and executable
Conduct corporate and public seminars to educate clients and stakeholders on estate planning strategies and legal considerations
Create and manage Family Office structures and Trusts to protect and grow client assets effectively
Develop and implement business succession plans to secure continuity and legacy for client enterprises
Advise clients on legacy funding options to support philanthropic goals and long-term wealth transfer
Communicate clearly and confidently with clients to understand their needs and provide tailored estate planning solutions to resolve their issues in their Will and LPA
