Estate Planning Specialist

1 day ago


Forest Park, Georgia, United States Moneta Corporation Full time
Job Title: Estate Planning Associate

At Moneta Corporation, we are seeking a highly skilled Estate Planning Associate to join our dynamic team.

Job Summary

The Estate Planning Associate will provide expert guidance and support to our Partner teams and clients in developing comprehensive estate plans tailored to their unique needs and objectives.

Key Responsibilities
  • Provide expertise and guidance to Partner teams and clients regarding complex estate plans
  • Review estate plan documents and provide guidance on suggested updates and implementation processes
  • Stay up-to-date on changes in estate planning laws, tax codes, and regulations, and conduct legal research to ensure compliance and provide informed advice to Partner teams and their clients
  • Provide education for clients who do not have an estate plan to prepare them for discussions with their Counsel
  • Maintain strict confidentiality regarding clients' personal and financial information, adhering to ethical and professional standards at all times
  • Ensure accurate and organized documentation of all client interactions and communications, maintaining detailed records for compliance and future reference
Requirements
  • J.D. required
  • Two years or more estate/trust experience with a law firm, bank, or trust company
Benefits

Moneta Corporation offers a comprehensive benefits package that enhances the wellbeing of employees and their families, including:

  • Paid holidays
  • Paid time off (PTO)
  • Employer cost-shared medical and dental insurance
  • Employer paid short-term disability, long-term disability, AD&D insurance, and basic life insurance
  • 401k Match - 50% of employee contributions up to 6% of compensation
  • Discretionary annual profit-sharing bonus
  • Paid parental leave
  • Professional development reimbursement
  • Paid volunteer time off (VTO)
  • Employee referral incentive bonus program
  • Onsite wellness programs & rewards
  • Employee engagement activities


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