Transaction Property and Estate Planner

Description

Summary Job Description: Under the direction and supervision of the Realty Manager, the Transactions Property & Estate Planner is a “hybrid” position, with duties to be split evenly between: (1) drafting and executing Last Wills and Testament for AVCP’s Trust clients; and (2) processing AVCP Realty’s “Transactions” casefiles. This position will complement the similar “Probate” Property & Estate Planner position in AVCP Realty. Duty station will be Bethel, Alaska, for the duration of employment.

Performance Responsibilities : include the following. Other duties may be assigned.

• Maintains strict confidentiality of the department and clientele.
• Possesses the ability to continue case preparation to completion regardless of the status of the case file.
• Prepares the most complicated transactions cases.
• Ensures transactions are prepared in accordance with federal regulations and BIA policies and are in the long-range best interests of the landowner.
• Compiles transactions package for submission to the Bureau of Indian Affairs (BIA) for approval.
• In conjunction with the current Probate Property & Estate Planner, frequently travels to villages throughout the Yukon-Kuskokwim Delta Region to host Wills Clinics, encourage Trust clients to draft Wills, and address fractionation.
• Creates and maintains an accurate Wills Clients database.
• Must demonstrate flexibility in assisting AVCP Realty’s Transaction Section with solving and processing complex Transaction cases.
• Provides routine reports in a timely manner, and ad hoc reports upon request.
• Initiates and performs the above duties with minimal supervision.

Requirements

QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must have strong written, verbal and analytical skills. Proven record of completing Last Wills and Testament and processing Probate cases involving restricted property (i.e., Native allotment parcels and Federal Townsite lots). Fluency in Yup’ik and English is preferred.

EDUCATION and EXPERIENCE: At a minimum, a high school diploma or GED is required; a BA/BS Degree from an accredited university is preferred. Demonstrated research skills, and knowledge of land laws affecting the State of Alaska is highly desirable. Must possess a working knowledge of Wills drafting and laws of intestate succession. Proven ability to produce written work products with grammatical clarity and factual accuracy. Familiarity with the Native Alaskan subsistence way of life and cross-cultural interaction.