Estate Planning Consultant

Role Summary

Estate Planning Consultants help clients structure their assets, trusts, and legacy plans to ensure efficient wealth transfer, tax minimization, and alignment with long‑term family goals. They collaborate with attorneys, advisors, and tax professionals to develop comprehensive estate strategies.

Core Responsibilities

• Assess client estate planning needs and objectives
• Recommend trust structures, gifting strategies, and tax‑efficient transfers
• Coordinate with attorneys and tax professionals
• Review beneficiary designations and asset titling
• Educate clients on estate planning tools and implications
• Support ongoing updates to estate plans

Key Skills

• Estate and trust knowledge
• Tax planning fundamentals
• Client communication and education
• Analytical and documentation skills
• Collaboration with legal and financial professionals

Common Backgrounds

• Financial planning or wealth advisory roles
• Degrees in finance, business, or related fields
• Experience with estate planning or insurance products

Relevant Designations

• CLU
• CFP
• ChFC
• CPWA