Tustin Recruiting
Tustin Recruiting
Estate Planner Resume Template
A professional resume template tailored for Estate Planner positions, highlighting technical skills and project experience brought to you by Tustin Recruiting.
Summary
Results-driven professional with experience in helping clients plan for asset distribution. Proven track record of delivering high-quality solutions and optimizing performance.
Skills
languages:
frameworks:
tools: Estate Planning Software, MS Office Suite, Financial Modeling
concepts: Asset Allocation, Tax Planning, Trust Administration, Risk Management
Experience
Senior Estate Planner
WealthGuard Financial Services
Jan 2022 - Present
- Developed comprehensive estate plans for high-net-worth individuals, resulting in an average tax reduction of 15%.
- Led a team of 4 junior planners, increasing client satisfaction scores by 20% over two years.
- Implemented an automated solution for asset tracking, improving client reporting efficiency by 30%.
Estate Planning Associate
Greenwald & Associates
Mar 2019 - Dec 2021
- Assisted in creating over 100 detailed asset distribution strategies, increasing client retention by 25%.
- Coordinated with legal teams to streamline trust establishment, reducing setup time by 15%.
- Conducted workshops for clients on wealth preservation techniques, resulting in a 40% increase in referrals.
Junior Estate Planner
Legacy Planning Partners
Jun 2017 - Feb 2019
- Performed in-depth client asset analysis, contributing to the successful execution of 50+ estate plans.
- Supported senior planners in drafting estate documents and managing client communications.
- Streamlined client onboarding process, reducing administrative workload by 10%.
Education
B.S. in Finance
University of California, Berkeley, Berkeley, CA
Graduated: 2017
Projects
Digital Estate Planning Initiative
Developed a digital tool for clients to track and manage their estate planning documents securely.
Technologies: JavaScript, Node.js, AWS