Estate Planning
Estate Planning
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Job Description
JD for Estate & Succession Planning Coordinator:
Job Description:
Our Client believe wealth is not just about accumulation-its about creating a lasting legacy. We are looking for a passionate and knowledgeable Estate & Succession Planning Coordinator to join our team helping clients structure and secure their wealth for future generations through thoughtful planning and expert guidance.
Key Responsibilities:
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Engage with clients and their families to understand their legacy aspirations business continuity goals and succession preferences.
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Develop customized estate and succession strategies incorporating wills trusts family governance nominations and other planning tools.
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Partner with internal Wealth teams legal experts and tax advisors to offer end-to-end estate planning solutions.
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Educate clients about the importance of wealth succession inheritance laws and tools to ensure smooth generational transition.
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Facilitate workshops and awareness sessions for clients and How effectively does the estate plan align with the individuals goals for asset distribution tax efficiency and family protectionWealth Partners on estate planning fundamentals.
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Keep updated on evolving laws tax structures and best practices in succession and inheritance planning.
Tax Advisory,Legal Advisory,Estate Planning
Employment Type
Full Time
