Estate Planning Expert Wanted for Personal and Corporate Succession Roles

24 hours ago


Ottawa, Ontario, Canada TAG HR Full time

We are seeking an experienced estate planning expert to join our team at TAG HR. This is a full-time, hybrid role that involves specialising in personal and corporate succession planning.

Salary range: $90,000-120,000 per annum.

About the Role

This could be your next great opportunity to utilise your expertise in litigation or alternative dispute resolution and advanced knowledge of trust planning (e.g., life insurance trusts, spousal trusts, multiple Wills) to provide guidance on Personal Tax and Estate Tax Mental Incapacity Matters.

  • Advise clients on drafting Wills and Powers of Attorney to achieve estate planning goals;
  • Provide guidance on protecting minors through guardianship appointments and trust establishment;
  • Design and implement trusts, including family trusts, Henson trusts, and inter vivos trusts;
  • Support business succession planning, from corporate reorganizations to shareholder agreements.

Key Requirements:

  • 1+ years of experience in personal and estate succession planning;
  • Expertise in litigation or alternative dispute resolution;
  • Advanced knowledge of trust planning (e.g., life insurance trusts, spousal trusts, multiple Wills);
  • Familiarity with corporate succession planning, including variable share structures and tax-efficient strategies.

Benefits:

  • Comprehensive health benefits (Medical, dental, life insurance, LTD);
  • Employee Assistance Program;
  • Generous PTO (paid time off).


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