| Job Title |
Estate Planner |
| Job Description |
Reviews Assets And Liabilities Of Estate To Determine That
Insurance Is Adequate For Financial Protection Of Estate:
Studies Legal Instruments, Such As Wills, Trusts, Business
Agreements, Life Insurance Policies, And Government Benefits To
Estimate Value And Expenses Of Estate. Computes Expenses, Taxes,
And Debts To Determine Value Of Adjusted Gross Estate, Using
Knowledge Of Accounting And Tax Laws. Prepares And Discusses
Insurance Program With Client That Will Provide Maximum
Financial Security For Family And Protect Investments. Suggests
Purchase Of Additional Or New Life Insurance When Analysis Of
Estate Indicates Need For Meeting Cash Demands At Death.
Discusses Legal Instruments With Family Attorney If Study
Indicates Need For Change. May Be Required To Hold State
License.
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