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Estate Abstraction Specialist

VirtualVocations
Norwalk, California, United States
Full-time

A company is looking for an Estate Abstraction Specialist.Key Responsibilities : Review Estate Reports and underlying documents to confirm an accurate visual representation of a client's estate planDistill financial information to map the flow of assets upon deathManage process flows to ensure the timely delivery of Estate ReportsRequired Qualifications : Bachelor's degree required, paralegal certificate, CTFA, or JD requiredMinimum of 5 years experience in the T&E industry, with a focus on high net worth clienteleKnowledge of T&E law and income, gift, estate, and generation skipping transfer taxationExperience drafting, reviewing, and diagramming advanced estate planning documentsExperience administering and settling trusts and estates

9 days ago
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