ClearEstate Looking for Estate Professional at Edmonton, AB Full Time

Backed by leading Fintech investors, Diagram & Portag3 Ventures; ClearEstate is an early stage start-up that is building the next-generation of full end-to-end solution for estate execution.

In North America alone, there are 3M deaths per year and $65T of value to be transferred in the next 25 years; yet, the average executor is largely abandoned by current incumbents. We are changing this, by offering a tech-enabled end-to-end solution for estate settlement serving mass-market executors.

clearEstate’s mission is to disrupt traditional business models and empower underserved executors. Our vision is to build tech enabled solutions & services to become an integrated financial services provider in the estate planning and execution space.

About the role

To achieve our goals, we are looking for an experienced STEP-certified estate professional to join our legal operations team and help us build our estate settlement product. This person will be working with all the co-founders, reporting to our Director of Legal Operations and will play a critical role in the company’s success.

Key responsibilities

Estate settlement processing:
Estate tax research for specific jurisdictions;

Draft estate settlement documents;

Support executor duties with key forms to be filled and submitted;

Probate & estate administration support;

Communicate with government agencies and financial institutions;

Perform legal research;

Assist in asset evaluation;

Act as the single point of contact to executors with other professionals (notary, lawyers, tax accountants, etc)

Assist clients through difficult times.

Product and operations:
Support the product team to build our estate settlement product;

Act as a Subject Matter Expert to the product team to improve the quality of the ClearEstate platform;

Test functionalities and provide feedback to the product and development teams;

Draft operational manuals and workflows to develop ClearEstate’s operating standards;

Create and use templates for communicating with various stakeholders.

What we are looking for :
More than 5 years of experience in wills & estates as a trust officer or an Estate profesionnal;

STEP certification in Estates and Trust administration an asset;

Strong organizational skills;

Good communicator & interpersonal skills;

Ability to manage client relationships;

Willingness to embrace technology and disrupt the field of estate law.

What we offer :
The opportunity to be a part of something big and impactful at the confluence of fintech and legaltech;

Competitive salary + extensive benefits plan;

Flexible remote work policy – during and after COVID;

Allowance for fitness program of your choice ($50 per month)

A strong work-life balance with paid vacation and flex days;

Regular team-bonding activities;

Skill development opportunities and a culture of growth mindset.