Estate Planning Director directs all aspects of the estate planning function including sales, staffing, and supervision. Participates in training and estate planning workshops. Being an Estate Planning Director ensures that the agency stays abreast of regulatory guidelines and new trends in the field. Researches and advises on tax, technical, and legal questions. Additionally, Estate Planning Director introduces new life products to the field and contributes to design of related software and tools. May be a speaker at insurance conferences or meetings. Requires a bachelor's degree of business, marketing, or mathematics. Typically reports to top management. May require Chartered Life Underwriter (CLU). The Estate Planning Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. To be an Estate Planning Director typically requires 5+ years of managerial experience. (Copyright 2024 Salary.com)
Seeking an experienced Estate Planning Attorney to join an elite law firm in Wichita, KS, known for its commitment to providing exceptional legal services and fostering a collegial and respectful working environment. The firm is well-renowned for its sophisticated estate planning capabilities, catering to high-net-worth individuals and clients with less complex needs. With a strong commitment to the Wichita community and a focus on mentorship and stewardship within the firm, this opportunity arises as part of the firm's long-term succession planning, as senior attorneys approach retirement.
The Estate Planning Attorney will:
Highly competitive compensation package with benefits. Opportunity for professional growth and advancement. Autonomy in your role with support from a highly experienced team. Stability within a well-established and reputable law firm. Supportive and collaborative working environment.
Targeting candidates with 8 years of experience in estate planning, trusts, business and succession planning, probate, and/or related legal fields. Exemplary communication skills, relationship-oriented approach, and commitment to providing high-quality legal services and maintaining the firm's values of respect and collegiality are essential. No book of business required. JD and bar admission required. EOE