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Major Group
2
Professionals
Sub-Major Group
24
Business and Administration Professionals
Minor Group
241
Finance Professionals
Unit Group
2412
Financial and Investment Advisers
Minor Unit Group
MASCO Code
2412-02
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Estate Planner advises an individual or family on managing and distributing assets through financial and legal strategies. They assess a client’s financial status, tax obligations, and investment needs, and assist in preparing legal documents such as wills and trusts. The role focuses on preserving wealth, minimising estate taxes, and ensuring assets are transferred according to a client’s intentions.
Tasks
Interview clients to assess and evaluate their financial status, goals, long-term objectives, and estate planning needs.
Assist in preparing estate plans, including wills and trusts, in collaboration with relevant legal professionals.
Advise clients on suitable financial, investment, and risk management strategies for estate planning.
Provide guidance on legal and tax implications related to estate planning.
Monitor and review clients’ financial and investment plans regularly.
Collaborate with lawyers, tax advisors, and other professionals to ensure compliance and plan effectiveness.
Build and maintain long-term client relationships.
Stay updated on laws, regulations, and policies affecting estate and inheritance planning.
Conduct research and analysis of clients’ assets and financial information to support estate planning recommendations.
Skills
Basic
Analytical thinking to assess financial and legal situations accurately.
Critical thinking to evaluate strategies and resolve complex issues.
Ethical judgment to provide responsible and trustworthy advice.
High attention to detail to ensure precise planning and documentation.
Strong communication and interpersonal skills to understand and address client needs.
Specific
Ability to analyse client portfolios, assets, liabilities, and risk factors for estate planning purposes.
Ability to explain estate planning options and implications to clients.
Ability to forecast future financial needs and potential tax exposure in estate planning.
Ability to support the preparation of wills, trusts, and related estate planning documents.
Competency in integrating legal and financial strategies for estate planning.
Competency in wealth management for asset preservation and transfer planning.
Knowledge in estate laws, inheritance regulations, and related tax implications.
Proficiency in financial and estate planning software.
Additional Info
QUALIFICATION
Bachelor’s degree or equivalent
Related Courses
MASCO
Hi, I can assist you with questions related to the Malaysia Standard Classification of Occupations (MASCO).
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