Estate Planning Consultant

Responsibilities

• Estate Planning Reviews - Review trusts (revocable and irrevocable), wills, and ancillary documents and break out the information into our deliverable. Flowchart the existing documents to show what happens at the death of each beneficiary.
• Proposed Estate Planning Strategies - Work with estate planning attorneys to include potential strategies for asset protection, income tax, or estate tax concerns and incorporate their observations. Create a new master flowchart depicting what the overall proposed strategies would look like.
• Case Management - Update the status of current cases and ensure all cases are being managed efficiently.
• Communication - Communicate with affiliated advisors and attorneys to ensure their questions are answered and the cases are moving along.