Estate Abstraction Specialist
About Us
Estate planning is vital for anyone who wants to ensure their loved ones are cared for when theyre gone. But traditional estate planning is broken. Its confusing, expensive, and tedious, and its often done without regard to a persons financial plan. Vanilla is here to change all that. We are reinventing estate planning for financial advisors, attorneys, and their clients. Were... transforming it into an ongoing conversation, where dense legal documents are brought to life through easy-to-understand visualizations, and considered in concert with clients financial plans and evolving life milestones and goals.
Vanilla is the worlds first estate advisory platform, built by advisors and estate professionals to help deliver a modern, visual estate planning experience to their clients. Harnessing a purpose-built AI engine called VAI, the Vanilla platform provides valuable insights to advisors and attorneys while demystifying the planning process for clients at all levels of wealth. Vanilla supports the entire estate planning process, including understanding client goals and current plans, visualizing the plan, and strategizing on taxes. Clients can even create trusts, healthcare directives, powers of attorney, and more through Vanilla. The Vanilla platform enables advisors, planners, and attorneys to foster stronger relationships, achieve greater retention, and help their clients build meaningful legacies.
The Estate Abstraction Specialist will join a team of elite estate planning professionals that are responsible for reviewing clients estate documents and using the Vanilla software to visualize estate plans. Well designed estate visualizations is a key feature of the Vanilla platform and the Estate Abstraction team provides a critical 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.
This role is a remote position, you must be based out of one of the following states: CA, CO, CT, DE, FL, GA, ID, IL, IN, KY, MA, MD, ME, MN, NC, NH, NJ, NY, OH, OK, PA, RI, SC, SD, TX, UT, VA, WA, and WA D.C.
Responsibilities
Review Estate Reports and underlying documents to confirm an accurate visual representation of a clients 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
Bachelor's degree required, paralegal certificate, CTFA, or JD required
Minimum of 5 years experience in the 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
Fundamental understanding of financial planning and fiduciary principles
Extreme attention to detail and organization skills
Ability to multi-task and meet deadlines as assigned
Proficiency using software tools including Excel, Confluence / Jira, Slack and ability to use a MacBook
Benefits
Flexible paid time off policy and 12 company-wide paid holidays
Parental leave, 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
Budget for learning & development, health & wellness, and home office setup
The salary range for this role is $85,000-115,000. Our compensation packages also include a performance based bonus and equity. Compensation is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience.
Vanilla Technologies Inc. (dba "Vanilla") provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Vanilla participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S
Apply Now
Estate planning is vital for anyone who wants to ensure their loved ones are cared for when theyre gone. But traditional estate planning is broken. Its confusing, expensive, and tedious, and its often done without regard to a persons financial plan. Vanilla is here to change all that. We are reinventing estate planning for financial advisors, attorneys, and their clients. Were... transforming it into an ongoing conversation, where dense legal documents are brought to life through easy-to-understand visualizations, and considered in concert with clients financial plans and evolving life milestones and goals.
Vanilla is the worlds first estate advisory platform, built by advisors and estate professionals to help deliver a modern, visual estate planning experience to their clients. Harnessing a purpose-built AI engine called VAI, the Vanilla platform provides valuable insights to advisors and attorneys while demystifying the planning process for clients at all levels of wealth. Vanilla supports the entire estate planning process, including understanding client goals and current plans, visualizing the plan, and strategizing on taxes. Clients can even create trusts, healthcare directives, powers of attorney, and more through Vanilla. The Vanilla platform enables advisors, planners, and attorneys to foster stronger relationships, achieve greater retention, and help their clients build meaningful legacies.
The Estate Abstraction Specialist will join a team of elite estate planning professionals that are responsible for reviewing clients estate documents and using the Vanilla software to visualize estate plans. Well designed estate visualizations is a key feature of the Vanilla platform and the Estate Abstraction team provides a critical 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.
This role is a remote position, you must be based out of one of the following states: CA, CO, CT, DE, FL, GA, ID, IL, IN, KY, MA, MD, ME, MN, NC, NH, NJ, NY, OH, OK, PA, RI, SC, SD, TX, UT, VA, WA, and WA D.C.
Responsibilities
Review Estate Reports and underlying documents to confirm an accurate visual representation of a clients 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
Bachelor's degree required, paralegal certificate, CTFA, or JD required
Minimum of 5 years experience in the 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
Fundamental understanding of financial planning and fiduciary principles
Extreme attention to detail and organization skills
Ability to multi-task and meet deadlines as assigned
Proficiency using software tools including Excel, Confluence / Jira, Slack and ability to use a MacBook
Benefits
Flexible paid time off policy and 12 company-wide paid holidays
Parental leave, 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
Budget for learning & development, health & wellness, and home office setup
The salary range for this role is $85,000-115,000. Our compensation packages also include a performance based bonus and equity. Compensation is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience.
Vanilla Technologies Inc. (dba "Vanilla") provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Vanilla participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S
Apply Now