Estate Planning Specialist, Wealth Management
Core
Review and optimize wills, trusts, and estate structures for high-net-worth clients to align with their objectives, while building the estate planning function from the ground up.
Role type
Senior IC Estate Planning Specialist (Wealth Management)
Builds
Estate planning support processes, workflows, and frameworks for high-net-worth clients
Domain
Wealth Management / Estate Planning / Trusts & Estates
Deliverable
client delivery
Required skills
Estate planning expertise, Trust structures knowledge, Taxation understanding, Insurance policy assessment, Legal document review, Process design, AI tool utilization, Client communication
Preferred skills
TEP designation, Bilingual English/French, AI-native mindset
Technologies
AI-enabled tools, Fintech platforms
Responsibilities
Review wills, trust documents, and estate plans to identify gaps and inconsistencies; Translate complex estate findings into actionable recommendations for clients; Collaborate with advisors, legal professionals, and tax specialists; Design and build estate planning processes and workflows from scratch; Participate in client-facing conversations to explain estate planning considerations; Use AI tools to accelerate document review and scenario modeling.
Seniority
Senior, hands-on IC with process ownership