Estate Planner

KEY RESPONSIBILITIES:Estate Planning & WillsDevelop and implement comprehensive estate plans that align with clients' goals and objectives.Provide expert guidance on asset protection, wealth transfer, tax strategies, and succession planning.Prepare, review, and finalize wills and related estate planning documents.Ensure all documents comply with current legal standards and accurately reflect clients' wishes and intentions.Lead and manage a team of estate planning professionals.Oversee daily operations, provide mentorship and training, and promote a positive and efficient work environment.Conduct detailed consultations with clients to understand their estate planning needs.Offer professional advice and ensure clients are fully informed throughout the planning process.Compliance and Quality AssuranceEnsure all estate planning activities adhere to legal and regulatory requirements.Maintain high standards of accuracy and quality in all documentation and processes.Process ImprovementAssess and improve estate planning processes to enhance efficiency and client satisfaction.Stay abreast of industry trends and best practices to ensure our services remain cutting-edge.