Estate Planners guide clients through a very important decision making process. This includes the distribution of assets, insurance, and financial matters for a family upon one’s death. Your role guides all matters including life insurance claims, probate, trusts funds, and tax affairs. Knowledge and experience is vital in becoming an estate planner. You must have effective communication skills and legal knowledge to be successful with drafting wills, trusts, and other planning documents.
Some beneficial undergraduate degrees for estate planning are finance, accounting, management, tax, business, and law. A concrete understanding regarding probate, tax law, and life insurance processes are vital to estate planning. You need the soft skills of communication, empathy, and a strong business sense to effectively work with clients and ensure their satisfaction.
Contact us to learn more and potentially start a career in this fascinating field of law. Our principal attorney, Elizabeth Tresp, is passionate about mentoring and supporting the practices of future attorneys.
