Senior Trust, Estate & Fiduciary Strategist

Estate Planning and Client Service

• Support nationwide distribution team, client service teams and wealth advisory group
• Provide thoughtful, well-reasoned planning solutions for PCS clients
• Participate in virtual and in-person meetings with PCS clients and prospects, and their external advisors
• Review and summarize estate planning documents for clients and prospects
• Identify potential issues and opportunities for clients in estate planning and transfer tax issues
• Be a resource for miscellaneous questions from internal partners, clients, and clients’ external advisors

Fiduciary Matters

• Serve as an officer in Capital Bank and Trust Company
• Partner with Trust Officers on new trustee appointment opportunities, ongoing trust administration and post-mortem trust and estate administration
• Review trust documents in light of their application to assets proposed to be held in a fiduciary capacity
• Partner with internal colleagues and external advisors to understand fiduciary procedures, resolve fiduciary issues and client situations
• Find and/or supervise and interact with outside counsel to the trust company as needed
• Serve as an internal resource on state-specific laws and procedures

Business Development

• Collaborate with internal teams to support new business development
• Attend prospect meetings virtually or in-person as needed
• Cultivate relationships with external professionals to support business development and client referral needs
• Participate in external speaking opportunities when appropriate
• Affiliate with the development of marketing materials, sales literature, and training curriculum

Professional Development and Continuing Education

• Participate in Bar Association and other practice-area organizations and events
• Maintain and add to professional knowledge, cultivate external professional relationships, and maintain and grow Capital Group PCS’ position as a thought-leader
• Publish articles in professional journals as appropriate
• Stay updated on practice area developments and trends by routinely attending seminars, meetings and regularly reading relevant news and publications