Estate Planner

Are you an experienced Estate Planner with a passion for crafting personalized estate solutions and expertise in drafting wills?
Our client is a leading firm specializing in estate planning, and they are looking for a skilled professional to join their dynamic team.Key Responsibilities:Estate Planning: Create tailored estate plans that align with clients' goals, covering asset protection, wealth transfer, tax strategies, and succession planning.Will Drafting: Draft, review, and finalize wills and other estate planning documents, ensuring legal compliance and accuracy.Team Leadership: Manage and mentor a team of estate planners, fostering a positive and productive work environment.Client Consultations: Conduct consultations, providing expert guidance to clients and ensuring their estate planning needs are fully understood and met.Compliance & Quality Assurance: Ensure adherence to legal and regulatory requirements while maintaining high standards of accuracy.Process Improvement: Continuously optimize estate planning processes, staying updated on industry trends and best practices.Qualifications:Bachelor's degree in Finance, Accounting, Law, or a related field (estate planning certifications are a plus).5+ years of estate planning experience with a proven track record in will drafting.At least 2 years of experience in a managerial role.Strong communication, leadership, and organizational skills.If you're ready to take your estate planning career to the next level, please send your cv to ****** Feel free to view the rest of our vacancies on https://www.pro-match.co.za/