Revolutionizing Estate Planning: Join Vanilla as an Estate Abstraction Specialist
Are you a seasoned estate planning professional looking for a challenging and rewarding role that combines your expertise with cutting-edge technology? Do you want to be part of a team that's transforming the way estate planning is done? Look no further than Vanilla Technologies Inc., the world's first estate advisory platform. We're seeking an experienced Estate Abstraction Specialist to join our team of elite estate planning professionals in a remote role.
About Vanilla: Transforming Estate Planning
Estate planning is a vital aspect of ensuring that our loved ones are cared for when we're gone. However, traditional estate planning has been plagued by complexity, expense, and a lack of integration with financial planning. Vanilla is here to change that. Our platform, built by advisors and estate professionals, provides a modern, visual estate planning experience for clients. By harnessing the power of our purpose-built AI engine, VAI, we offer valuable insights to advisors and attorneys while demystifying the planning process for clients across all levels of wealth.
Our platform supports the entire estate planning process, from understanding client goals and current plans to visualizing the plan and strategizing on taxes. Clients can even create trusts, healthcare directives, powers of attorney, and more through Vanilla. By enabling advisors, planners, and attorneys to foster stronger relationships, achieve greater retention, and help their clients build meaningful legacies, we're revolutionizing the estate planning industry.
The Role: Estate Abstraction Specialist
As an Estate Abstraction Specialist at Vanilla, you'll play a critical role in reviewing clients' estate documents and using our software to visualize estate plans. You'll be part of a team that provides a vital service to our Wealth Management customers, ranging from small advisory firms to large financial services firms. This is a paralegal or non-practicing attorney role that requires a strong and diverse skillset in estate planning.
Key Responsibilities
- Review Estate Reports and underlying documents to confirm an accurate visual representation of a client's estate plan
- Quickly identify and distinguish fiduciaries, trust structures, and key provisions/features of estate planning documents
- Distill financial information to map the flow of assets upon death
- Perform quality assurance checks for teammates to ensure the accuracy of Estate Reports, including mathematical as well as grammatical accuracy
- Manage process flows to ensure the timely delivery of Estate Reports
- Contribute to internal documentation to improve process, knowledge, and efficiency
- Collaborate with key stakeholders on product enhancements to improve abstraction processes, training, and documentation
- Work directly with the Customer Success and Customer Care teams to provide appropriate responses and resolutions regarding the Estate Abstraction services provided
- Support revenue team on prospecting and customer calls as needed
Qualifications: The Ideal Candidate
To succeed as an Estate Abstraction Specialist at Vanilla, you'll need:
- A Bachelor's degree, paralegal certificate, CTFA, or JD
- A minimum of 5 years of experience in the Trusts and Estates (T&E) industry, with a focus on high net worth clientele
- Knowledge of T&E law and income, gift, estate, and generation skipping transfer taxation
- Experience drafting, reviewing, and diagramming advanced estate planning documents
- Experience administering and settling trusts and estates
- A fundamental understanding of financial planning and fiduciary principles
- Extreme attention to detail and organization skills
- The ability to multi-task and meet deadlines as assigned
- Proficiency using software tools including Excel, Confluence/Jira, Slack, and the ability to use a MacBook
Preferred Qualifications
While not required, the following qualifications will make you an even more competitive candidate:
- Advanced certifications in estate planning, such as the Certified Trust and Financial Advisor (CTFA) designation
- Experience working with estate planning software or technology platforms
- A background in financial planning or wealth management
Skills and Competencies
To excel in this role, you'll need:
- Analytical and problem-solving skills: The ability to analyze complex estate planning documents and identify key provisions and features.
- Attention to detail: A high level of accuracy and attention to detail when reviewing documents and preparing Estate Reports.
- Communication and interpersonal skills: The ability to work effectively with colleagues, customers, and other stakeholders.
- Technical skills: Proficiency in using software tools, including Excel, Confluence/Jira, and Slack.
- Organizational and time management skills: The ability to manage multiple tasks and deadlines in a fast-paced environment.
Career Growth Opportunities and Learning Benefits
At Vanilla, we're committed to helping our team members grow and develop in their careers. As an Estate Abstraction Specialist, you'll have opportunities to:
- Develop your skills and expertise in estate planning and abstraction
- Collaborate with colleagues and industry experts to stay up-to-date on the latest trends and best practices
- Participate in training and development programs to enhance your technical and soft skills
- Take on new challenges and responsibilities as you grow in your role
Work Environment and Company Culture
Vanilla is a remote-first company, and we're proud to offer a flexible and inclusive work environment. As an Estate Abstraction Specialist, you'll work closely with our team of estate planning professionals and other stakeholders to deliver high-quality services to our customers. We're committed to fostering a culture of collaboration, innovation, and continuous learning.
Compensation, Perks, and Benefits
We offer a competitive compensation package that includes:
- A salary range of $85,000-$115,000, depending on experience and qualifications
- A performance-based bonus and equity
- A flexible paid time off policy and 12 company-wide paid holidays
- Parental leave, including 4 weeks for all full-time employees and up to 12 weeks for birthing parents
- Medical, dental, and vision benefits coverage for employees and their families
- 401K and employer match eligibility after one month of employment
- A budget for learning and development, health and wellness, and home office setup
Conclusion
If you're a seasoned estate planning professional looking for a challenging and rewarding role that combines your expertise with cutting-edge technology, we want to hear from you. Join our team of elite estate planning professionals as an Estate Abstraction Specialist and be part of a company that's revolutionizing the estate planning industry. Apply now to take the first step in a rewarding career with Vanilla!
Apply Now