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Telecommute Estate Reporting Specialist

Company: VirtualVocations
Location: San Angelo
Posted on: November 21, 2022

Job Description:

A software development company is filling a position for a Telecommute Estate Reporting Specialist.

Core Responsibilities of this position include:
Reviewing Estate Reports and underlying documents to confirm an accurate visual representation of a client's estate plan
Quickly identifying and distinguishing fiduciaries, trust structures, and key provisions/features of estate planning documents
Distilling financial information to map the flow of assets upon death
Required Skills:

Bachelor's degree
Paralegal certificate, CTFA, or JD
Minimum of 3 years experience in the T&E industry
Experience drafting, reviewing, and diagramming advanced estate planning documents

Keywords: VirtualVocations, San Angelo , Telecommute Estate Reporting Specialist, Other , San Angelo, Texas

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