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
