What are the responsibilities and job description for the Wealth Protection and Legacy Planning Expert position at Sheryll Law, PC?
As a Senior Estate Planning Counselor at Sheryll Law, P.C., you will play a critical role in helping clients achieve their goals and protect their legacies. You will be responsible for creating comprehensive estate plans, educating clients on estate planning options, and representing clients in court proceedings.
Responsibilities:
The successful candidate will be responsible for:
- Creating comprehensive estate plans for clients, including wills, trusts, and powers of attorney
- Representing clients in court proceedings as needed
- Educating clients on estate planning options and providing fiduciary recommendations
Qualifications:
- Excellent communication skills, especially in highly stressful and emotional situations
- Strong analytical and problem-solving skills, with attention to detail
- Strong knowledge of New York estate, gift, and income tax laws, as well as federal estate tax laws
