Associate, Estate Management

We are seeking a highly motivated and detail-oriented Associate, Estate Management to support our estate planning, trust administration, and fiduciary services practice. The successful candidate will work closely with clients, legal professionals, tax advisors, financial planners and internal stakeholders to deliver comprehensive estate and succession planning solutions.

This role offers exposure to wills, trusts, estate administration, wealth succession planning and client advisory services.

• Assist in the drafting, review, and administration of wills, trusts, letters of wishes and related estate planning documents.
• Review legal, financial and corporate documents relating to estate and trust matters.
• Ensure all documentation complies with applicable laws, regulations, internal policies and industry best practices.
• Conduct due diligence and ...