Estate Planning Director
4 weeks ago
Job Summary:
At Corp Source One Speed, we are seeking an experienced and skilled Head - Will & Estate to lead our will and estate planning team. As a key member of our team, you will be responsible for providing expert advice and solutions to clients on all aspects of wills, estate planning, trusts, and related tax matters.
Responsibilities:
- Develop and implement strategies to grow the department, enhance client satisfaction, and maintain a competitive edge in the industry.
- Stay abreast of legal, regulatory, and market changes affecting estate planning and incorporate necessary adjustments into service offerings.
- Conduct detailed consultations with clients to understand their estate planning needs, financial goals, and family circumstances.
- Design and oversee the preparation of customized wills, trust documents, powers of attorney, and other relevant legal documents.
- Coordinate with financial advisors, accountants, and other professionals to ensure comprehensive estate planning solutions.
- Manage and resolve complex estate planning matters and provide end-to-end solutions to clients.
- Mentor and develop team members, fostering an environment of continuous learning and professional growth.
Requirements:
- Excellent interpersonal and communication skills.
- Strong analytical and problem-solving skills.
- Commitment to staying informed on changes in laws and industry practices.
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