Estate Planning Director jobs in Greenwich, CT

To support our legal team by assisting in the preparation and management of estate planning documents and trust administration processes. This role involves direct client interaction for data collection, document drafting, and ensuring the efficient organization and management of estate planning documents.

Principle Duties & Responsibilities

· Assist in collecting data regarding clients' assets, including savings accounts, investments, and real estate holdings.

· Draft estate plan documents, including wills, living trusts, health care directives, powers of attorney, and more using Estate Guru software.

· Assist in the amendment and modification of existing documents and the funding of trusts.

· Provide support in trust administration, including the preparation of allocation schedules, distribution plans, and managing trust administration files.

· Work closely with the Senior Paralegal to manage files, workflow, and ensure timely completion of tasks.

· Utilize various software programs including Outlook, MS Word, Excel, and Adobe, for document management and administration.

· Engage in estate tax research and planning, to assist in estate administration processes.

Knowledge, Skills & Abilities Required

· B.A. or B.S. degree

· Strong analytical skills

· Ability to provide excellent customer service to both internal and external customers

· Effective time management skills. Able to work efficiently in a fast-paced environment

· Ability to identify, meet, and follow through with client needs and requirements with keen attention to detail.

· Must be self-motivated with a good work ethic, and have demonstrated the discipline to work independently

· Ability to excel in a competitive, team-oriented environment

· Advanced verbal and written communication and interpersonal skills

·Proficiency in Outlook, MS Word, Excel, and PDF programs, with the ability to perform advanced tasks such as editing, formatting, and file management.

· Problem solving skills, resourceful and effective in making decisions

· Strong oral and written communication skills.

· Previous experience with case management software is a plus.

· A proactive approach to problem-solving and the ability to work independently.

· Must be able to initially work 15-20 hours per week in our Norwalk, CT office for training.

Note: This job description is intended to provide a general overview of the position. Duties, responsibilities, and requirements may be subject to change based on organizational needs.

Job Type: Full-time

Pay: From $50,000.00 per year

Benefits:

• Paid time off
• Professional development assistance

Schedule:

• Monday to Friday

Work Location: In person