Estate Planning Probate Paralegal or Paraplanner

This role is crucial in maintaining the smooth operation of our Wealth Transfer Process.

• Gather, organize and synthesize client data, reviewing client estate planning documents, financial statements, and tax returns to develop Wealth Transfer Deliverables or other estate planning analysis.
• Preparation and review of Wealth Transfer Advisory Service deliverables, which may include Wealth Transfer Diagrams and Summaries, Wealth Transfer Reports, and Wealth Transfer Audits.
• Independently manage deceased client cases and act as a resource for advisors and clients by answering estate planning related questions.
• Conduct estate and gift tax research and assist with the maintenance and compilation of tax research, reference libraries, and Wealth Transfer software.
• Cultivate client and advisor relationships, providing excellent client service while also assisting with the creation of estate planning content for use in blogs and other marketing materials.
• Draft estate planning considerations to be reviewed by Wealth Transfer Advisor or Director of Wealth Transfer.
• Act as a resource for advisors and client service representatives for account titling and beneficiary designation questions.
• Assist with internal presentations or other advisor education activities and with the development of Wealth Transfer workflows and other advisor support systems.
• Maintain a team approach by assisting and filling in for others when necessary.
• Proven expertise in Estate Planning and Probate & Estate Administration
• 3-5 years of professional related experience
• Experience in client interfacing with high-net-worth individuals
• Exceptional communication and interpersonal skills
• Ability to work under pressure and meet strict deadlines
• Proficiency in using legal research platforms and legal databases
• Demonstrated ability to maintain strict confidentiality and discretion
• Excellent organizational skills with high attention to detail
• Strong understanding and adherence to legal and ethical standards
• Ability to work both independently and collaboratively within a team.