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Ashley Reed
Estate Planning Counselor
Summary
Highly experienced Estate Planning Counselor with a proven track record of success in developing and implementing comprehensive estate planning strategies for high net worth individuals. Demonstrated expertise in tax planning, wealth management, elder law, and trust administration. Skilled in managing complex financial situations and providing tailored plans to meet clients’ unique needs. Committed to providing exceptional customer service and ensuring clients’ peace of mind.
Education
Bachelor’s Degree in Finance or related field
December 2017
Skills
- Estate Planning
- Trust Administration
- Probate Administration
- Tax Planning
- Wealth Management
- Elder Law
Work Experience
Estate Planning Counselor
- Managed estate administration processes, including probate, asset distribution, and tax filing
- Collaborated with attorneys, financial advisors, and other professionals to provide comprehensive estate planning services
- Utilized estate planning software and tools to analyze complex financial situations and develop tailored plans
- Monitored changes in estate planning laws and regulations, ensuring that clients plans remained uptodate
Estate Planning Counselor
- Developed and implemented comprehensive estate planning strategies for high networth individuals, minimizing tax liability and preserving assets
- Prepared wills, trusts, powers of attorney, and other estate planning documents, ensuring compliance with legal requirements
- Conducted client consultations to gather financial, personal, and family information, identifying estate planning needs
- Established and maintained relationships with clients, providing ongoing guidance and support on estate planning matters
Accomplishments
- Successfully guided over 100 families through the estate planning process, ensuring compliance with complex tax laws
- Developed and implemented a comprehensive estate planning education program for local community organizations
- Established strategic partnerships with financial institutions to provide tailored estate planning solutions to highnetworth individuals
- Analyzed and revised over 50 estate plans to optimize tax savings and meet clients objectives
- Successfully resolved complex estate disputes through negotiation and mediation, preserving family harmony
Awards
- Recognized for Exceptional Client Service in Estate Planning, American Institute of Certified Planners (AICP)
- Estate Planning Professional of the Year, National Association of Estate Planners and Councils (NAEPC)
- Excellence in Estate Planning for Vulnerable Populations Award, American Bar Association (ABA)
- Top 40 Under 40 in Estate Planning, Estate Planning and Administration Magazine
Certificates
- Certified Estate Planner® (CEP®)
- Certified Trust and Fiduciary Advisor (CTFA)
- Accredited Estate Planner® (AEP®)
- Certified Financial Planner™ (CFP®)
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How To Write Resume For Estate Planning Counselor
- Highlight your technical skills in estate planning, tax law, and financial management.
- Showcase your ability to communicate complex legal and financial concepts to clients in a clear and understandable manner.
- Emphasize your interpersonal skills and ability to build rapport with clients.
- Demonstrate your commitment to continuing education and staying up-to-date on the latest estate planning laws and regulations.
- Provide specific examples of successful estate plans you have developed and implemented.
Essential Experience Highlights for a Strong Estate Planning Counselor Resume
- Developed and implemented comprehensive estate planning strategies for high net worth individuals, minimizing tax liability and preserving assets.
- Prepared wills, trusts, powers of attorney, and other estate planning documents, ensuring compliance with legal requirements.
- Conducted client consultations to gather financial, personal, and family information, identifying estate planning needs.
- Established and maintained relationships with clients, providing ongoing guidance and support on estate planning matters.
- Managed estate administration processes, including probate, asset distribution, and tax filing.
- Collaborated with attorneys, financial advisors, and other professionals to provide comprehensive estate planning services.
Frequently Asked Questions (FAQ’s) For Estate Planning Counselor
What is the primary role of an Estate Planning Counselor?
An Estate Planning Counselor assists individuals and families in planning for the distribution of their assets after death, minimizing tax liability and ensuring their wishes are carried out.
What qualifications are required to become an Estate Planning Counselor?
Estate Planning Counselors typically hold a bachelor’s degree in finance or a related field, and many also obtain additional certifications or licenses.
What are the career prospects for Estate Planning Counselors?
Estate Planning Counselors are in high demand as the population ages and the need for estate planning services grows.
What is the salary range for Estate Planning Counselors?
The salary range for Estate Planning Counselors varies depending on experience, location, and employer, but can range from $60,000 to $120,000 per year.
What are the key skills and qualities of a successful Estate Planning Counselor?
Successful Estate Planning Counselors possess strong analytical, interpersonal, and communication skills, as well as a deep understanding of estate planning laws and regulations.