Estate Planner
ExternalS$36K–S$60K/yrFull-timeUnknownToday
Prepare for this interview
EliteAI-generated questions, company research, and talking points tailored to this role
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
Additional Information
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.
Your Match
How well this role fits your profile.
Company Intel
What employees say
Worked at ARES COLLECTIVE PTE. LTD.? Share your experience