The Estate Planning Consultant role in Birmingham, AL, involves reviewing and coordinating estate planning documents such as wills, trusts, and powers of attorney to ensure alignment with client goals.
Responsibilities include preparing summaries, identifying inconsistencies, collaborating with attorneys, and supporting estate plan implementation.
Candidates should have a Bachelor’s degree (JD preferred), 5-10 years of estate planning experience, knowledge of multi-state estate tax laws, and strong organizational skills.
Minimal travel is required.
Benefits include comprehensive health coverage, 401(k) matching, paid holidays, flexible time off, and a paid sabbatical after seven years.
This role emphasizes exceptional communication, attention to detail, and the ability to work independently while collaborating with senior staff.