Estate Planning Consultant

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 Serve clients by leading a team through sophisticated trust and estate planning needs Collaborate with various stakeholders to determine valuations and address succession issues Implement estate planning strategies and work on entity reorganization for diverse business owners Required Qualifications 10+ years of professional experience in trust, estate planning, probate, and fiduciary matters Experience with passthrough entities and entity selection/reorganization Understanding of tax reporting requirements and ability to read financial statements Demonstrated success in building and managing professional relationships Proficiency with Microsoft Office Suite

Jun 13, 2025 - 16:50

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 Serve clients by leading a team through sophisticated trust and estate planning needs Collaborate with various stakeholders to determine valuations and address succession issues Implement estate planning strategies and work on entity reorganization for diverse business owners Required Qualifications 10+ years of professional experience in trust, estate planning, probate, and fiduciary matters Experience with passthrough entities and entity selection/reorganization Understanding of tax reporting requirements and ability to read financial statements Demonstrated success in building and managing professional relationships Proficiency with Microsoft Office Suite