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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in estate planning fundamentals, including client discovery and document management, while maintaining compliance with legal and ethical standards. Strong ability to communicate complex concepts and collaborate with financial professionals to enhance client engagement and retention.
Highest-signal resume keywords
Estate PlanningClient DiscoveryDocument ManagementRelationship ManagementFinancial Planning
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Estate Planning FundamentalsTrust AdministrationFinancial PlanningWealth ManagementRetirement PlanningInsurance PlanningDocument ReviewCompliance StandardsInformation GatheringClient Retention Strategies
Soft Skills
Client InterviewingCommunicationProblem-SolvingDetail-OrientedEmpathetic
Tools & Technologies
Estate Planning Platform
Certifications & Qualifications
Bachelor’s DegreeJuris Doctor Degree (Preferred)
Industry Keywords
Estate Planning TerminologyTrustsFinancial PlansRegulatory ComplianceConfidentiality
About the role
Key responsibilities & impact- Conduct estate planning discovery meetings with clients and prospective clients.
- Educate clients on fundamental estate planning concepts and introduce more complex strategies when appropriate.
- Explain how estate planning integrates with clients’ broader financial plans.
- Identify gaps, inconsistencies, or deficiencies in existing estate plans.
- Guide clients through estate planning intake and information-gathering.
- Review intake forms for accuracy and completeness.
- Coordinate document generation through the firm’s approved online estate planning platform.
- Monitor document creation and facilitate execution and implementation.
- Partner with Wealth Advisors to identify estate planning opportunities.
- Communicate progress to advisory teams.
- Collaborate with tax professionals, attorneys, trustees, and other specialists.
- Escalate complex legal questions to outside attorneys.
- Review draft estate planning documents for completeness and accuracy against client-provided information.
- Help clients understand document nature and structure without providing legal advice.
- Coordinate trust funding discussions and implementation follow-up.
- Support beneficiary designation and asset ownership reviews.
- Maintain accurate estate planning records and documentation.
- Follow regulatory, ethical, legal, compliance, and documentation standards.
- Disclose the non-attorney nature and scope of the role.
- Maintain confidentiality of sensitive client information.
- Promote estate planning engagement among existing clients.
- Develop strategies to attract new business through estate planning and introduce clients to other firm services.
- Support client retention and contribute to the firm’s overall value proposition.
Requirements
What you’ll need- Bachelor’s degree in Finance, Accounting, Financial Planning, Economics, Business Administration, or a related field.
- One to three years of experience in estate planning, trust administration, financial planning, wealth management, or private banking.
- An equivalent combination of education and experience may be considered.
- Deep understanding of estate planning fundamentals and familiarity with trust and estate terminology.
- Ability to discuss complex estate planning concepts at a high level while remaining within the non-attorney scope of the role.
- Working knowledge of retirement and insurance planning fundamentals.
- Strong client interviewing, discovery, relationship management, presentation, communication, problem-solving, and process-management skills.
- Professional, empathetic, client-focused, detail-oriented, organized, proactive, and comfortable discussing sensitive family and financial matters.
- Juris Doctor degree preferred.