Estate And Trust Settlement Officer
CurrentResponsible for full range of estate related administrative activities, including:• Identify and collect assets, obtain valuation reports or appraisals. • Set-up and review account and client records, including customer information, statement preferences, asset descriptions/distributions.• Oversee and initiate all settlement account transactions.• Review and approve payment of decedents’ bills and expenses.• Establish positive professional relationships with attorneys, investment advisors and other client advisers.• Analyze estate plan documents, investment advisor agreements, etc.• Prepare certain probate forms, estate/trust settlement accountings, inventories, final accounts, and asset distribution worksheets.• Plan and coordinate tax matters with tax preparers, communicate tax ramifications of estate/trust distributions with beneficiaries.• Prepare complex distributions schedules and ensure distribution of assets in accordance with estate plan and legal requirements.• Understand and apply legal regulations, internal procedures, and policies, including compliance documentation and account reviews.
