Estate Planning Consultant jobs in the United States

Estate Planning Consultant provides estate planning consultation to the agency work force. Develops and conducts any training or educational seminars necessary to guide agents and their clients through the procedural, legal, and financial aspects of their plans. Being an Estate Planning Consultant is responsible for developing and maintaining relationships with professional advisors. Requires a bachelor's degree. Additionally, Estate Planning Consultant typically reports to a manager. Estate Planning Consultant is a specialist on complex technical and business matters. Work is highly independent. May assume a team lead role for the work group. To be an Estate Planning Consultant typically requires 7+ years of related experience. (Copyright 2024 Salary.com)

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Estate Planning Associate Attorney
  • Estate Planning and Legacy Law Center, PLC
  • Altamonte Springs, FL FULL_TIME
  • About us

    The Estate Planning and Legacy Law Center, PLC (EPLLC), located in Altamonte Springs, FL, is professional and customer-centric firm dedicated to protecting clients at every stage of life's journey and preserving their legacy. EPLLC helps clients maintain control over their assets, affairs, and financial affairs. They provide services in areas such as caring for individuals in case of disability, providing for loved ones, asset protection, tax planning, and minimizing administration costs..

    Our work environment includes:

    • Modern office setting
    • Urban location with onsite parking

    Job Overview:

    We are seeking a highly motivated Associate Attorney to join our legal team. As an Associate Attorney, you will be responsible for providing legal support and assistance to our clients. This is a great opportunity for someone who is passionate about the law and wants to grow their career in a dynamic and collaborative environment with the opportunity to become a partner in 2-3 years.

    Duties:

    - Conduct legal research and analysis on various legal issues

    - Draft legal documents, including Wills, Trusts, and related estate planning documents and agreements

    - Assist with legal administrative tasks such as document management and file organization

    - Review and analyze legal documents for accuracy and completeness

    - Collaborate with senior attorneys to develop estate planning strategies

    - Stay updated on changes in laws and regulations relevant to the practice area

    Qualifications:

    - Juris Doctor (J.D.) degree from an accredited law school

    - Member in good standing of The Florida Bar

    - 2-3 years experience estate pplanning

    - Strong research, writing, and analytical skills

    - Proficiency in legal research tools such as Lexis-Nexis and Westlaw

    - Excellent communication and interpersonal skills

    - Ability to work independently as well as part of a team

    - Prior experience in legal drafting using WealthDocx is preferred

    We offer competitive compensation based on experience and qualifications. Additionally, we provide opportunities for professional development and growth within the firm.

    If you are a dedicated attorney looking for a challenging yet rewarding opportunity, we encourage you to apply. Please submit your resume, cover letter, and any relevant writing samples for consideration.

    Job Type: Full-time

    Pay: $65,000.00 - $75,000.00 per year

    Benefits:

    • Flexible spending account
    • Health insurance
    • Paid time off
    • Professional development assistance

    Schedule:

    • Monday to Friday

    Ability to Relocate:

    • Altamonte Springs, FL 32701: Relocate before starting work (Required)

    Work Location: In person

  • 25 Days Ago

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Estate Planning Paralegal
  • Santa Barbara Estate Planning & Elder Law
  • Santa Barbara, CA FULL_TIME
  • Santa Barbara Estate Planning & Elder Law is a growing boutique law firm specializing in preparing for life’s events. We are headquartered in Santa Barbara, CA serving clients throughout California. W...
  • 4 Days Ago

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Estate Planning Associate
  • The Parents Estate Planning Law Firm, PC
  • Acton, MA FULL_TIME
  • Description Are you an experienced estate planning attorney who wants to make a meaningful impact on the lives of children, parents, and families? Are you eager to work directly with clients, guiding ...
  • 1 Month Ago

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Experienced Estate Planning Attorney
  • GA Estate Planning & Probate by Ceron and Hoipkemier, Attorneys at Law, LLC
  • Atlanta, GA FULL_TIME
  • Job Title: Experienced Estate Planning Attorney Company Name: GA Estate Planning & Probate Location: Sandy Springs, GA About Us:GA Estate Planning & Probate is a boutique firm specializing in all area...
  • 12 Days Ago

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Estate Planning Associate Attorney
  • Planning With Purpose, Inc
  • Lynnwood, WA FULL_TIME
  • We are an estate planning firm. "Estate Planning" deals with much more than just wills or trusts, although that is the main area of practice. EP also means we deal with a lot of business interests, re...
  • 5 Days Ago

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Associate Attorney - Estate Planning
  • Planning With Purpose, Inc
  • Lynnwood, WA FULL_TIME
  • We are an estate planning firm. "Estate Planning" deals with much more than just wills or trusts, although that is the main area of practice. EP also means we deal with a lot of business interests, re...
  • 1 Month Ago

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Right of Way Agent
  • Experis
  • New Albany, OH
  • Our client, an electric utility company is seeking a Trans Right of Way Agent to join their team. The ideal candidate wi...
  • 5/31/2024 12:00:00 AM

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Director, Development/Construction
  • Cologix
  • Columbus, OH
  • About the Position: The Director, Development/Construction is primarily responsible for leading and managing constructio...
  • 5/31/2024 12:00:00 AM

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Director, Development/Construction
  • Cologix, Inc.
  • Columbus, OH
  • About our Company: Based in Denver, Colorado, Cologix is North America's leading network-neutral interconnection and hyp...
  • 5/31/2024 12:00:00 AM

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NEW HOME SALES CONSULTANT
  • Fischer Homes Inc
  • Columbus, OH
  • to learn more. **Sales Careers** Take control of your career by joining our sales team! Our sales professionals enjoy th...
  • 5/31/2024 12:00:00 AM

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Valuation Specialist
  • Colliers International
  • Columbus, OH
  • Make your next move an expert one. At Colliers it's not our success that sets us apart, it's how we achieve it. Our peop...
  • 5/30/2024 12:00:00 AM

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Corporate & Franchise Real Estate Development Director (US)
  • The Wendy's Company
  • Dublin, OH
  • Overview: When our square shaped burgers made their first sizzle on the scene more than 50 years ago, people knew our ap...
  • 5/29/2024 12:00:00 AM

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Senior SBA Closer/Commercial Real Estate Admin
  • U.S. Bank
  • Columbus, OH
  • At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarte...
  • 5/28/2024 12:00:00 AM

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Senior SBA Closer/Commercial Real Estate Admin
  • US Bank
  • Columbus, OH
  • At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarte...
  • 5/27/2024 12:00:00 AM

Income Estimation for Estate Planning Consultant jobs
$99,174 to $144,136