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Job Details

Senior Manager - Estate Planning

Company name
K·Coe Isom, LLP

10 yrs required

Albuquerque, NM, United States

Employment Type


Posted on
Aug 01, 2022

Valid Through
Nov 14, 2022

Apply for this job


Senior Manager - Estate Planning

Duties: Serve clients at a high level and lead a team through sophisticated trust and estate planning needs. Works with a variety of stakeholders including outside attorneys, the client, and other professionals on the client’s team to determine the valuation of companies, deed research and cash flow analysis, real estate, mineral interests and real estate appraisers, entity formation, addressing succession issues, and serving as a key point of contact for all the things necessary for successful client plan implementation.

Additional Information

Job ID: 1944

Company info

K·Coe Isom, LLP
8801 Renner Blvd., Suite 100
United States 66219
Website :

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