We believe that players make the team, and employees make a company. Dfine Legacy is a team of remarkable Practitioners, we take great pride in our workers, and we believe that they are a great asset to our company. Our employees work hard to attain the standard that we stand on today, the same standard that our clients like and cherish.

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What should you look for in estate planning?

Estate planners work with clients, providing accounting, financial, and legal advice to help them prepare for end-of-life and succession issues. The main objective of estate planning is to safeguard clients’ assets as they pass from their ownership to their desired inheritors. Once a client passes away, an estate plan would dictate the dispersal of assets per the deceased’s directions. These decisions may be left to the next of kin or the state without an estate plan.

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What are the duties?

The duties include:

• Creating the last will

• Setting up trust accounts

• Naming an executor and power of attorneys

• Identifying all beneficiaries

• Naming a guardian for minor children

• Paying all debts and minimising all taxes and legal fees

• Crafting instructions for passing your values

• Establishing preferences for funeral arrangements

• Finalizing instructions for care if you become ill and are unable to make decisions

• Obtaining life insurance, disability income insurance, and long-term care insurance

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A good estate plan should be updated regularly as clients’ financial situations, personal motivations, and federal and state laws evolve. Because of this, an estate plan should not happen as part of end-of-life care but well before to remain prepared.

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Why should you choose Dfine Legacy as your workplace?

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Along with our clients, we prioritise our employees and their work experience. We understand that generating passion in work is essential to get quality work; that is why we provide our employees with the best workplace conditions.

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• Flexible hours or Work from home.

• Flexi-cash benefit.

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What do we expect from you?

We strive to give you a good work experience, but commitment goes hand in hand. We expect you to:

• Take Initiative

• Positive Attitude

• Entrepreneurial Spirit

• Results-Oriented

• Team Player

• Dependable and Responsible

• Desire for Continued Learning

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What is a must as an estate planner?

Estate planning and will formation are sensitive issues that require a great deal of empathy and sensitivity.

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“Empathy is seeing with the eyes of another, listening with the ears of another and feeling with the heart of another.” – Alfred Adler.

 

Three psychological phenomena that one can witness in estate planning in its essential stages is Death anxiety, mortality salience (reminders about death) and common fears that clients face during estate planning. They must be dealt with empathy and kindness.

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Secondly, It must be assured that befitting plans are created for legacy preservation. Each person goes through a personal experience in such matters; it should be taken into account that the individuality of each case must be preserved.

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