Estate Abstraction Specialist

About Us

Estate planning is the last frontier in advisor technology. While other segments of wealth management have made significant technological strides in the last decade, estate planning has been left behind. It’s slow, it’s expensive, it’s confusing—and with more than $84.4 trillion in wealth set to be transferred over the next quarter century, it’s begging for an upgrade.

So that’s what we’re doing at Vanilla. We’re not just rebuilding estate planning—we’re redefining it. We’re taking on a complex, highly regulated space that’s full of big problems to solve. We’re moving fast, building something completely new, and there’s as much work as there is opportunity. We’re looking for people who share our belief that everyone deserves to create a meaningful legacy, as well as our excitement to be the ones to help make it happen.

Job Description

Vanilla is looking for an Estate Abstraction Specialist to join our 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 is a remote role that can work from anywhere in the US.

Responsibilities Include

• Review Estate Reports and underlying documents to confirm an accurate visual representation of a client’s 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 and Slack and the ability to use a MAC.
• Proven team player

Please include your resume AND a brief cover letter of your most recent accomplishments.

The compensation range for this role is: $75,000- $115,000 base salary, depending on 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.

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