Estate Planner

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We are seeking a knowledgeable and compassionate Estate Planner to help individuals and families develop personalized strategies to manage and transfer their wealth. The Estate Planner will guide clients through complex legal, financial, and tax considerations, ensuring their wishes are carried out while minimizing burdens on loved ones.

At Rise Management, we're looking for more than an employee—we're looking for a professional who treats this role like their own practice. We value entrepreneurial thinkers who take initiative, build relationships, and grow with us as trusted partners to our clients.

Key Responsibilities :

• Consult with clients to understand their personal, financial, and family circumstances.
• Partner with attorneys to develop comprehensive estate plans, including wills, trusts, powers of attorney, and advanced medical directives.
• Collaborate with attorneys, CPAs, and financial advisors to integrate estate plans with broader financial goals.
• Analyze tax implications and recommend strategies to reduce estate, gift, and inheritance taxes.
• Educate clients on options for charitable giving, business succession, and asset protection.
• Keep up to date with changes in estate, trust, and tax laws to provide accurate and compliant advice.
• Ensure proper titling and beneficiary designations on accounts, property, and insurance policies.
• Maintain client confidentiality and handle sensitive conversations with care and professionalism.

Qualifications :

Preferred Skills :

Seniority level

Seniority level

Entry level

Employment type

Employment type

Contract

Job function

Job function

Sales and Business Development

Industries

Trusts and Estates

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