Estate Planning Professional

3 days ago

North Nazimabad Town, Pakistan beBeeProfessional Full time 4,500,000 - 5,500,000
Job Description

Estate planning, estate administration, and elder law services are provided by our organization. We assist clients in achieving peace of mind through trusted legal solutions.

We require a well-organized professional to join our team. The ideal candidate is adaptable, able to meet deadlines, and exercises judgment to provide an exceptional client experience. The role requires ensuring legal services comply with firm policies and standards. Excellent verbal and written communication skills are essential.

The successful candidate will be responsible for:

  • Reviewing meetings with clients
  • Meetings with Referral Partners
  • Team meetings and case management
  • Organizing and analyzing asset information
  • Preparing probate pleadings
  • Coordinating filings with Probate Courts
  • Marshaling assets and arranging valuations
  • Preparing MassHealth applications
  • Drafting estate planning documents
  • Assisting with titling and retitling assets
  • Preparing inventories and probate accountings
  • Assisting with fiduciary income and estate tax returns
  • Using Microsoft Office (3+ years preferred)
  • Reviewing documents for quality and accuracy
  • Deed preparation
  • Improving office processes
  • Ensuring smooth client file management
  • Maintaining case management system records
Required Skills and Qualifications
  • Strong communication skills and passion for assisting clients
  • Accountability, proactive attitude, and team collaboration
  • Creative problem-solving, attention to detail, and legal drafting skills
  • Minimum 3 years experience in estate planning, elder law, estate administration, or long-term care planning
  • High-quality work, client management, procedural adherence, adaptability, and professionalism
  • Proficiency in Microsoft Office and Trust & Estate work (3+ years preferred)
  • Background in drafting legal documents; degree not required but essential
Benefits

We offer a competitive salary, health, dental, and retirement benefits, as well as flexible hybrid work options.

About Our Organization

Our organization provides trusted estate planning, estate administration, and elder law services. We strive to create a collaborative, client-focused environment that allows professionals to grow and make an impact.

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