Obtaining 10 Letters of Executorship (LOE) per month. In new estates meetings, explain the estates process, timeframes and costs to families/next of kin/beneficiaries and brokers. Ensure the quality of onboarding is in line with our standards as
Back to listings Estate Consultant (Bfn) As an Estate Consultant , you are the human element in the Estate Administration process – the primary point of contact for any clients next of kin or financial adviser during