Job Summary
Provides consulting services to agents and individual clients regarding the preparation of an estate disposition plan and actual administration of that plan utilizing wills, trusts, gifts, power of attorney and other estate planning instruments.
Applies extensive, in-depth knowledge, skills, and practices to perform complex assignments.
Job Description
- Developing and presenting an overall estate planning and review guide for agents, groups and individuals; educating them on relevant subtleties.
- Providing a process to take inventory, record estate assets, clarify individual planning goals, needs and desired outcomes.
- Creating, reviewing and periodically updating individual estate plans; providing ongoing recommendations to improve estate planning processes and practices.
- Educating and helping to select appropriate estate planning instruments (e.g., wills, trusts, gifts, power of attorney, property ownership, tenancy, second-to-die policies and other estate planning instruments), interpreting their pros / cons and applicability to individual situations.
Job Skills
Consulting, Customer Needs, Customer Service, Customer Service Management, Group Problem Solving, Long Term Planning, Multi-Level Communication, Product Services
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Provides consulting services to agents and individual clients regarding the preparation of an estate disposition plan and actual administration of that plan utilizing wills, trusts, gifts, power of attorney and other estate planning instruments. Creating, reviewing and periodically updating individu...
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