Estate Planning Coordinator

4 days ago


San Diego, California, United States St. Vincent De Paul Village Full time
Job Title: Estate Planning Coordinator

About the Role:
We are seeking a skilled and detail-oriented Estate Planning Coordinator to join our team at St. Vincent De Paul Village. As an Estate Planning Coordinator, you will be responsible for administering planned gifts in which Father Joe's Villages is a beneficiary. This role requires strong analytical skills, excellent communication abilities, and the ability to work cooperatively with colleagues, donors, and legal and financial professionals.

Responsibilities:
* Analyzes wills, trusts, and financial records for estate plans in which Father Joe's Villages is a named beneficiary.
* Drafts legal memos and professional correspondence.
* Implements planned giving procedures and record systems.
* Completes financial forms and other documents related to the distribution of inherited assets.
* Engages with trustees, executors, attorneys, financial professionals, and family members as needed throughout the trust and probate administration process.

Qualifications:
* Bachelor's degree or associate degree and at least 4 - 6 years of experience.
* Paralegal or administrative assistant experience in the area of planned giving, financial planning, or estate planning is preferred.
* Knowledge of legal processes (particularly probate) and experience working with attorneys and financial professionals is preferred.
* Proficiency in Microsoft Office (Word, Excel, PowerPoint, and Outlook).
* User of Raiser's Edge and/or Crescendo is preferred.

What We Offer:
* Estimated salary: $60,000 - $80,000 per year.
* Opportunities for professional growth and development.
* Collaborative and dynamic work environment.

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