What are the responsibilities and job description for the Estate Planning Senior Manager position at VirtualVocations?
A company is looking for a Senior Manager - Estate Planning.Key ResponsibilitiesLead a team in addressing sophisticated trust and estate planning needs for high net-worth individuals and business ownersCollaborate with various stakeholders to determine company valuations, conduct deed research, and analyze cash flowServe as a primary contact for successful client plan implementation and manage professional relationshipsRequired Qualifications10 years of professional experience in trust, estate planning, probate, and fiduciary mattersExperience with passthrough entities, entity selection, and reorganizationUnderstanding of transaction modeling, cash flow planning, and tax reporting requirementsProficiency in Microsoft Office SuiteAbility to review legal documents for proper implementation of ideas
