About this role
Finance Business Support Estate Planner 02-09-2026 4.000 - 6.500 Medior, Junior Vught Als Estate Planner bij Fiscuraat adviseer je ondernemersfamilies over bedrijfsopvolging, vermogensoverdracht, nalatenschappen, echtscheidingen en familiefondsen, en verzorg je aangiften schenk- en erfbelasting binnen het Toekomstplan. Direct solliciteren Neem contact op Estate Planner Role purpose: Provide comprehensive estate planning guidance to individuals and families by designing, drafting, and implementing legal strategies that protect assets, minimize tax exposure, and support long-term legacy goals. Core responsibilities - Conduct client consultations to assess financial, family, and succession objectives. - Develop estate plans including wills, trusts, powers of attorney, healthcare directives, and beneficiary strategies. - Draft, review, and update estate planning documents to ensure accuracy and compliance. - Coordinate plan implementation with attorneys, tax advisors, financial planners, and trust officers. - Analyze tax, probate, and fiduciary considerations; recommend risk-mitigation approaches. - Maintain detailed client records and ensure confidentiality and regulatory adherence. - Educate clients on plan options, trade-offs, and next steps; provide ongoing plan reviews. Required skills and qualifications - Estate planning expertise across trusts, probate, asset titling, and beneficiary designations. - Document drafting and review with strong attention to detail and quality control. - Tax and legal literacy related to estate, gift, and inheritance planning. - Client advisory skills including clear communication, empathy, and discretion. - Collaboration with cross-functional professionals and external partners. - Compliance mindset for privacy, recordkeeping, and applicable regulations. Ontdek hoe je met ons unieke Toekomstplan ondernemersfamilies helpt bij de belangrijkste beslissingen van hun leven. Ben jij gef...