Estate Planning Specialist

5 days ago


Asheville, North Carolina, United States KMA Law Office Full time
Job Title: Estate Planning Specialist

We are seeking a highly skilled Estate Planning Specialist to join our team at KMA Law Office. As an Estate Planning Specialist, you will be responsible for designing comprehensive, custom Estate Plans and managing all aspects of probate matters.

Key Responsibilities:

  • Design and implement Estate Plans that meet the unique needs of our clients
  • Manage and handle all aspects of probate matters, including estate administration and trust administration
  • Work closely with clients to understand their goals and objectives and develop strategies to achieve them
  • Collaborate with other professionals, such as Financial Planners and Insurance Agents, to provide comprehensive services to our clients

Requirements:

  • Must be a good-standing member of the Maryland State Bar
  • 5+ years' experience in Estate Planning, Probate, and Trust Administration
  • Strong research and writing skills
  • Proficient in Microsoft Office, including Word and Excel
  • Excellent organizational skills

About Us:

KMA Law Office is a dynamic and entrepreneurial law firm that is committed to providing exceptional service to our clients. We are seeking a highly skilled and motivated Estate Planning Specialist to join our team and help us achieve our goals.



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