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Plante Moran · 1 day ago

Estate Settlement Specialist

Southfield, MI

Full-time

Hybrid

Entry, Mid Level

$25/hr - $40.68/hr

2+ years exp

Plante Moran is a leading audit, tax, consulting, and wealth management firm dedicated to creating a supportive and inclusive workplace. As an Estate Settlement Specialist, you will manage the estate settlement process for clients, collaborating with various stakeholders to ensure smooth administration and distribution of assets.

AccountingConsultingFinancial ServicesInsuranceTax ConsultingWealth Management

Growth Opportunities

No H1B

Responsibilities

Perform and monitor most aspects of the estate settlement (post-death administration) process, including any probate administration, for the Trust Officer

Identification and collection of assets owned by the decedent at the time of death

Valuation of all assets as of date of death

Settlement of all debts and payment of all valid claims and costs of administration

Distribution of assets pursuant to the terms of the Trust

Understand fiduciary accounting and trust accounting system

Facilitate account opening/closing/transfer process

Facilitate written and verbal communications between internal and external clients and vendors including distribution requests, documentation, client meetings and other matters

Manage and monitor daily transactions and prepare receipts and disbursements

Partner with Trust Officer to facilitate communication with clients alongside legal, tax, and financial advisors when necessary

Share best practices with Trust team members, participate in team meetings, work on process improvement, and institutionalize practices and procedures

Build relationships internally with Partners and Staff and externally with attorneys and other referral sources

Qualification

Estate settlement experienceProbate administrationTrust administrationFinancial planningEstate planningFiduciary accountingParalegal experienceBusiness degreeFinance degreeAccounting degreeEconomics degreeTechnical skillsCommunication skillsRelationship building