Estate Planning Resume Sample

5.0
1 vote
Quinton Mills
2044 Tracey Pine,  Chicago, IL
+1 (555) 936 0625

Work Experience


Estate Planning Associate
03/2017 - PRESENT
San Francisco, CA
  • Quantifies current and future real estate needs and develops and recommends real estate plans that conform with PNC line of business and company strategies
  • Serves as line of business real estate liaison and/or consultant within assigned region. Periodically gathers headcount projections, assesses current line of business space utilization, and develops and recommends space plans in accordance with company guidelines
  • Continuously monitors key transaction dates, including lease expirations, renewal notice dates, lease termination options, depreciation runoff and other critical terms and conditions
  • Training new Estate Planning Associates and existing EPA’s on various items directly related to their role
  • Extensive experience in the insurance industry; 10 Years of direct experience in a brokerage insurance environment
  • LLQP – Knowledge of Insurance products, underwriting process of insurance cases, knowledge of the insurance industry
  • Strong communication, multitasking and organizational skills
  • Advanced knowledge of RBC WMFS systems and procedures
Gift & Estate Planning Coordinator
11/2013 - 02/2017
New York, NY
  • Over time, deliver the appropriate level of personalized guidance for HNW clients via phone or video client presentations. Based on client’s wealth level and needs, this could be an estate planning discussion or an estate planning analysis
  • Meet with Fidelity customers and their WMA to discuss their estate planning goals and objectives, and review a customer’s current estate planning situation
  • Work with WMA to identify opportunities within the WMA’s book of business for both estate planning and personal trust opportunities
  • Cultivate relationships with estate planning attorneys to expand Fidelity’s Attorney Access Program
  • Provides analysis and support to the Client Relations Managers in developing key performance indicators and occupancy metrics to drive efficient and consistent utilization of real estate across each institution’s portfolio
  • A strong knowledge of and desire to associate with Villanova University’s mission
  • A strong knowledge of and desire to associate with Villanova Universityâs mission
  • Review and summarize estate planning documents, including wills, trusts, and powers of attorney
  • Review life insurance policy statements to determine relevant information, such as death benefits, cash values and premiums
Real Estate Planning & Design Intern
11/2010 - 08/2013
Chicago, IL
  • This job has the authority to support EPS administration in accordance with policies and procedures of CIBC Wood Gundy Financial Services
  • Handling and processing new business applications, and documentation as required
  • Sales support preparing quotes and documentation for clients
  • Involvement in Operational and Marketing activities
  • Meet with Fidelity customers and their Financial Consultant to discuss their estate planning goals and objectives, and review a customer’s current estate planning situation
  • Work with Financial Consultants to identify opportunities within the FC’s book of business for both estate planning and personal trust opportunities
  • Facilitate and deliver seminars for Fidelity’s HNW customers, including estate planning, trust planning and related seminars
  • Collaborate with Fidelity’s Estate Planning and Trust Product Teams to understand changing client needs and products and services necessary to drive future success
  • Assist with the development, implementation and maintenance of Fidelity’s Attorney Access Program

Education


Drury University
2004 - 2009
Bachelor's Degree in Architecture

Professional Skills


  • Help Fidelity’s customers gain a better understanding of their estate planning goals and objectives, empowering them to take appropriate next steps, and ultimately helping them to achieve better outcomes and peace of mind with respect to their wealth transfer goals
  • Collaborate with Fidelity’s Estate Planning and Trust Product Teams to understand changing client needs, products and services necessary to drive future success
  • Your demonstration of strong leadership skills and mentoring, training and serving as resource to field representatives and other distribution personnel
  • Strong communication and presentation skills; both written and verbal
  • Well developed communication (verbal/written) and interpersonal skills
  • At least three years of experience as a practicing estate planning attorney with an AmLaw
  • Estate planning and taxation experience and the ability to deal with high new worth clients (Tax minimization, Risk Mitigation, and overall Estate Planning)

How to write Estate Planning Resume

Estate Planning role is responsible for research, design, planning, architecture, database, training, securities, finance, insurance, multitasking.
To write great resume for estate planning job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Estate Planning Resume

The section contact information is important in your estate planning resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Estate Planning Resume

The section work experience is an essential part of your estate planning resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous estate planning responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular estate planning position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Estate Planning resume experience can include:

  • Estate planning experience required
  • Preparing quotations on various Insurance products
  • Meeting and file preparation
  • Understanding and ability to litigate trust, estate, and/or probate matters when necessary
  • Working knowledge of the basic rules and structures of Latin American nations’ inheritance, estate and gift tax systems
  • Assist with creating and updating internal reference materials relating to federal and state estate planning matters

Education on an Estate Planning Resume

Make sure to make education a priority on your estate planning resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your estate planning experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Estate Planning Resume

When listing skills on your estate planning resume, remember always to be honest about your level of ability. Include the Skills section after experience. Present the most important skills in your resume, there's a list of typical estate planning skills:

  • Your demonstration of strong leadership skills and mentoring, training and serving as resource across Fidelity’s many business units
  • Supervisory skills required to manage staff (i.e. assigned Estate Planning Assistant) is an asset
  • Demonstrated ability to converse with FAs and clients regarding estate planning issues; to work in teams, and to provide sales support
  • Experience with estate planning
  • Manual dexterity to operate a keyboard, with a requirement for speed and precision
  • Valid Life Insurance License

List of Typical Skills For an Estate Planning Resume

1

Skills For Estate Planning Associate Resume

  • Finally, your responsibilities include meeting with the Estate Planning Specialist on a weekly basis as
  • Finally, your responsibilities include meeting with the Estate Planning Specialist on a weekly basis as required
  • At least three (3) years of Estate Planning inclusive of drafting trusts and wills
  • Exposure to business succession planning, family estate planning, and estate tax matters
  • Cultivate relationships with estate planning attorneys in the territory to support Fidelity’s Attorney Access Program
  • Cultivate relationships with estate planning attorneys in the territory to expand Fidelity’s Attorney Access Program
  • Other key relationships include Head Office Commissions dept, Head Office Compliance and Head Office marketing
  • Ensure that our team receives proper documentation and training from suppliers
2

Skills For Gift & Estate Planning Coordinator Resume

  • Run pending/settled/inforce reports from SmartOffice
  • LLQP/Life Insurance license (including Accident and Sickness) with current status is required
  • Paid continuing professional education
  • Provide critical thinking and maintain confidentiality within fast-paced environment
  • Frequent interaction with Investment Advisors/Investment Advisor Associates
  • Prepare basic and advanced life insurance product and concept illustrations. This includes, but is not limited to, investment loan programs, corporate insurance and annuity strategies
  • Prepare all relevant presentation and application materials for the Estate Planning Specialists (EPS) to present case to clients. This also includes needs analysis based on EPS’s notes and discussion with Investment Advisor’s (IA’s) if warranted
  • Keep abreast of new life insurance product developments and advise EPS of important offerings
3

Skills For Estate Planning Specialist Resume

  • Have in-depth technical product knowledge and discuss product recommendations with EPS
  • Administration – Review all life insurance applications, change forms or other documents for completeness and accuracy. Forward original life insurance applications and related documentation to the insurance company. Organize & request any underwriting requirements requested by the underwriter. Maintain accurate and complete client files
  • Sales & Marketing – Prepare insurance illustrations using software provided by each life insurance company. Obtain “special” or “inforce” insurance illustrations from the insurance carriers as requested by the Estate Planning Specialist. Plan and organize seminars, lunch and learns, workshops and product launches for clients
  • Work directly with the Estate Planning Specialist and team members to process and follow-up all insurance new business
  • Coordinate, order and follow-up on all medical / financial / inspection / MVR underwriting requirements
  • Process applications and enter information in database system. (SmartOffice)
  • Proactively develop relationships with IA’s and Associates
  • Certified Financial Planner, Certified Life Underwriter, Canadian Securities Course designations are an asset
4

Skills For Estate Planning Consultant Resume

  • CFP, CA/CPA, CLU are highly desired
  • On-site gym and access to in-house personal trainers
  • Reimbursement of professional dues and licenses
  • Medical, dental and vision plans available
  • Familiarity in Microsoft Office (EXCEL, Word, PowerPoint)
  • Desire to be in Ohio
  • Extremely competitive benefits: health, vision, HSA, FSA, dental, pet insurance, life insurance, long term disability insurance, 401k, paid parental leave, paid holidays, PTO, sick leave
5

Skills For Real Estate Planning Specialist Resume

  • Downtown parking covered 100%!!!
  • Provide daily support for BMO NB Investment Advisors and Products & Services team members on tax and estate planning, trust and wealth transfer questions
  • Provide daily support for BMO NB Investment Advisors and Products & Services team members on a wide range of tax planning issues with particular emphasis on Canadian personal and private company taxation. Some knowledge of US income and estate tax for U.S. citizens residing in Canada would be beneficial
  • Review trust instruments, wills, and other documents prior to execution
  • Prepares Estate Modules of Wealth Strategist and Individual Financial Goal Analysis Reports, including plan development, printing, binding and mailing
  • Provides sales support to Financial Advisors regarding: marketing, information gathering, client plan presentation and business opportunity identification
  • Write Tax, Estate and Business Succession Planning articles on emerging matters of relevance to IAs and HNW clients
  • Prepare and deliver presentations / seminars periodically to external clients on emerging tax, estate planning, trust and wealth transfer topics
6

Skills For Real Estate Planning & Design Intern Resume

  • Assist with the preparation of marketing materials, including informational pieces and PowerPoint presentations
  • Develops and maintains marketing and educational materials on estate planning
  • Provide tax subject matter expertise to respond to broad questions and provide perspective around tax planning and wealth transfer
  • Develop content and conduct educational/training programs for IAs
  • Make referrals to appropriate external tax and legal experts where requested
  • Highly networked and confident in the High Net Worth and Ultra High Net Worth private client segment
  • Knowledge of US Estate and Gift Tax would be an asset
7

Skills For Real Estate Planning Analyst Resume

  • Knowledge of and ability to design physical objects and structures like buildings, bridges and walls, following relevant building codes and organizational protocols
  • Legal research of both federal and state issues relating to estate planning, estate administration, fiduciary income tax and estate tax
  • Research and provide analysis of estate planning
  • Evaluate and advise on client estate planning decisions and prepare deliverables to meet client objectives
  • Assist with new account funding, termination, and asset transfers
  • Prepare illustrations that feature client estate plans, proposed techniques, financial data, and tax calculations
8

Skills For Tax & Estate Planning Consultant Resume

  • Maintain technical knowledge in regard to federal and state income, gift, estate, trust, and tax matters
  • Creation and maintenance of an Inforce Service program
  • Researches and gathers all needed information to prepare above mentioned reports and reviews
  • Communicates with Financial Advisors, clients, and clients’ counsel as needed, to obtain necessary information for plan preparation
  • Conducts/Attends high quality visits with high-profile VIP and other sophisticated investors and represents Stifel and the department in an appropriate professional manner
  • Presents Estate Planning concepts to clients in meetings
  • Presents seminars to Financial Advisors and their clients, as well as attorneys and other professionals on estate planning topics
9

Skills For Manager, Tax & Estate Planning Resume

  • Educates Financial Advisors and their clients about estate planning
  • Responds to in-bound Financial Advisor inquiries
  • Makes outbound Financial Advisor calls
  • Creates articles for Investment Alert, as needed
  • Recognizes areas of Department needs and provides suggested solutions
  • Some travel; 15%-25% or 3-5 days per month
  • Very limited overtime
  • Culture of wellness

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