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Randy Fox
Trustee of Estate
Summary
Experienced Trustee of Estate with a proven track record of managing multi-million dollar estates. Expertise in estate planning, trust administration, estate accounting, tax planning and preparation, investment management, and dispute resolution. Successful in working with attorneys, executors, beneficiaries, and other professionals to ensure smooth and timely settlement of estates.
Education
Bachelor’s in Business Administration
April 2017
Skills
- Estate Planning
- Trust Administration
- Estate Accounting
- Tax Planning and Preparation
- Investment Management
- Dispute Resolution
Work Experience
Trustee of Estate
- Facilitated distributions to beneficiaries, including cash, property, and other assets, ensuring accurate and timely distribution.
- Managed and invested estate assets, maximizing returns and minimizing risk within the parameters of the trust agreement.
- Prepared periodic accounting reports, providing beneficiaries with detailed information on the estates financial status and transactions.
- Coordinated with financial advisors, real estate agents, and other professionals to ensure the estates assets were properly managed and disposed of.
Trustee of Estate
- Managed a $10 million estate, including real estate, investments, and personal property, distributing assets to beneficiaries per the decedents will.
- Prepared and filed estate tax returns, including Form 706 and Schedule D, ensuring compliance with federal and state tax laws.
- Administered probate proceedings, working closely with attorneys, executors, and beneficiaries to ensure a smooth and timely settlement of the estate.
- Investigated and evaluated potential creditors claims, ensuring the estates assets were protected and distributed appropriately.
Accomplishments
- Executed a complex estate plan involving multiple trusts, ensuring seamless transfer of assets and minimizing tax liability.
- Resolved a contentious probate dispute, facilitating a fair distribution of assets and preserving family relationships.
- Managed a multimillion dollar estate portfolio, maximizing returns while preserving capital.
- Assisted with the establishment of charitable trusts, ensuring the fulfillment of the decedents philanthropic intentions.
- Collaborated with attorneys, accountants, and beneficiaries to navigate complex legal and financial matters.
Awards
- Recognized by the National Association of Estate Planners and Administrators (NAEPA) for outstanding service to the estate planning community.
- Received the Trustee of the Year award from the local chapter of the Estate Planning Council.
- Honored with a Distinguished Service Award for contributions to the field of estate administration.
Certificates
- Certified Trust and Fiduciary Advisor (CTFA)
- Certified Financial Planner (CFP)
- Chartered Financial Consultant (ChFC)
- Certified Public Accountant (CPA)
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How To Write Resume For Trustee of Estate
- Highlight your experience in estate planning and trust administration.
- Showcase your skills in tax planning and preparation.
- Emphasize your ability to manage assets and investments.
- Demonstrate your communication and interpersonal skills.
- Consider obtaining certification in estate planning or trust administration.
Essential Experience Highlights for a Strong Trustee of Estate Resume
- Manage and distribute assets of estates according to decedents’ wills.
- Prepare and file estate tax returns, ensuring compliance with federal and state tax laws.
- Administer probate proceedings, working closely with attorneys, executors, and beneficiaries.
- Investigate and evaluate potential creditors’ claims, protecting estate assets.
- Manage and invest estate assets, maximizing returns and minimizing risk.
- Prepare periodic accounting reports, providing beneficiaries with detailed information on the estate’s financial status.
- Coordinate with financial advisors, real estate agents, and other professionals to manage estate assets.
Frequently Asked Questions (FAQ’s) For Trustee of Estate
What is the role of a Trustee of Estate?
A Trustee of Estate is responsible for managing and distributing the assets of an estate according to the decedent’s will. They ensure compliance with tax laws, administer probate proceedings, and work with beneficiaries to settle the estate.
What skills are required to be a successful Trustee of Estate?
Estate planning, trust administration, estate accounting, tax planning and preparation, investment management, dispute resolution, communication, and interpersonal skills are essential.
What is the earning potential for a Trustee of Estate?
The earnings of a Trustee of Estate can vary based on experience, location, and the size of the estates they manage.
What is the job outlook for a Trustee of Estate?
The job outlook for Trustees of Estate is expected to grow as the population ages and the number of estates increases.
What are the challenges faced by Trustees of Estate?
Complex estate laws, disputes with beneficiaries, and managing large and diverse assets can be challenges faced by Trustees.
What are the benefits of working as a Trustee of Estate?
Job stability, working with diverse clients, and making a meaningful impact on families are some benefits of being a Trustee of Estate.