Estate Settlement Specialist
Core
Perform and monitor estate settlement (post-death administration) and probate administration for the Trust Officer, including asset identification, valuation, debt settlement, and distribution.
Role type
Estate Settlement Specialist (Administrative/Paralegal support)
Builds
Estate settlement files and trust distributions
Domain
Wealth management / Trust administration
Deliverable
client delivery
Required skills
Estate settlement, probate administration, trust administration, fiduciary accounting, asset valuation, debt settlement, communication, organization
Preferred skills
Paralegal experience, financial planning, estate planning
Technologies
Trust accounting systems
Responsibilities
Identify and collect decedent assets, value assets as of date of death, settle debts and pay claims, distribute assets per trust terms, facilitate account transfers, manage daily transactions and receipts, communicate with clients and vendors, partner with Trust Officer and legal/tax advisors, share best practices and improve processes.
Seniority
Entry-level to Mid-level, non-exempt