We need an Estate Planner to focus on the comprehensive management, structuring, and legal transfer of a client's wealth and assets to their chosen beneficiaries, both during their lifetime and after death.

Key responsibilities

• Conducting Comprehensive Reviews: Analysing the client's total financial situation, including assets (e.g., property, investments, CPF, insurance), liabilities, and existing legal arrangements.
• Conducting sales and implementing sales strategies to achieve sales targets.
• Discussing and understanding the client's wishes for asset distribution, family structure, business succession, and provision for dependents (especially minors).
• Recommending and designing appropriate estate planning solutions (Wills, Trusts, CPF nominations, Insurance nominations).
• Preparing legally sound Wills in compliance with the Singapore Wills Act, ensuring clear distribution of assets, appointing Executors, and nominating Testamentary Guardians for minor children.
• Advising on and setting up various types of Trusts for asset protection, phased distribution, or long-term care of dependents.
• Facilitating the creation of a Lasting Power of Attorney (LPA) to appoint a Donee to manage the client's personal welfare and/or property and affairs in the event of mental incapacity.
• Advising and assisting clients with CPF and insurance nominations, which operate outside of the Will.
• Ensuring all estate plans, documents, and advice strictly adhere to Singapore laws (e.g., Wills Act, Intestate Succession Act, Trust laws).
• Advising on legal ways to structure the estate to achieve tax efficiency, where applicable.
• Conducting regular reviews of the estate plan to reflect changes in the client's life (marriage, divorce, new assets, birth of children) and Collaboration: Working closely with other professionals, such as lawyers, tax specialists, financial advisors, and corporate trustees, to deliver holistic solutions.
• Clearly explaining complex legal concepts and their implications to clients in an easy-to-understand manner.
• Providing recommendations or services for the secure storage of original legal documents, such as the Will and LPA.