Estate Planning Consultant jobs in Florida

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

  • 1 Month Ago

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Real Estate Attorney
  • VIR Consultant LLC
  • Beach, FL FULL_TIME
  • Title: Real Estate AttorneyLocation: Palm Beach, FLDuration: FTEJob DescriptionWhat You'll Be Doing:Efficient and effective legal help with general business issues.Real estate transactions, contracts,...
  • 4 Days Ago

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Assistant Controller for Real Estate
  • VIR Consultant LLC
  • Beach, FL FULL_TIME
  • Title: Assistant Controller for Real EstateLocation: Palm Beach, FLDuration: FTEWhat You'll Be DoingTax Planning & Coordination with outside CA firmCoordinate and review timely preparation of Prepare ...
  • 7 Days Ago

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Planning consultant
  • Your RAD Travels
  • Fort Lauderdale, FL FULL_TIME
  • Job Description This is a remote position. We are looking for a Planning Consultant who will help our clients plan smartly and achieve more savings. Individuals join our company because we provide a d...
  • 14 Days Ago

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Associate Attorney
  • Estate Planning and Legacy Law Center, PLC
  • Altamonte Springs, FL FULL_TIME
  • Central Florida AV rated estate planning, probate, and trust administration practice looking for an associate to take over for senior attorney planning for transition into retirement. Associate attorn...
  • 12 Days Ago

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Trust & Estate Planning Associate
  • Jobot
  • Boca Raton, FL FULL_TIME
  • Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page!Job detailsThis Jobot Job is hosted by Angela TrudeauAre you a fit? Easy Apply now by clicking the "Easy...
  • 2 Days Ago

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Estate Planner
  • Gpac
  • Los Angeles, CA
  • A prestigious boutique law firm seeks an exceptional Attorney with extensive experience in Estate Planning. We're curren...
  • 6/10/2024 12:00:00 AM

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Estate Planner
  • Baird
  • Dallas, TX
  • Challenge your thinking and build an amazing career with the best people in the financial services industry! Baird's Fin...
  • 6/10/2024 12:00:00 AM

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Estate Planning Attorney
  • Tresp Law, APC
  • Job Description : Tresp Law, APC, seeks to add an Estate Planning Attorney with three to five years of demonstrable expe...
  • 6/9/2024 12:00:00 AM

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Community Sales Director
  • Atria Senior Living
  • Carmichael, CA
  • Responsibilities The Community Sales Director ("CSD") is responsible for achieving and exceeding the community's monthly...
  • 6/9/2024 12:00:00 AM

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Community Sales Director
  • Atria Senior Living - El Camino Gardens
  • Carmichael, CA
  • Overview: We create communities where employees thrive in their work, helping our residents thrive in their homes. We st...
  • 6/9/2024 12:00:00 AM

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Certified Financial Planner
  • Financial Life Advisors
  • San Antonio, TX
  • Financial Life Advisors (FLA) provides our clients with exceptional experiences where they receive customized ongoing gu...
  • 6/8/2024 12:00:00 AM

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Director of Sales
  • Atria Senior Living
  • Carrollton, TX
  • Responsibilities The Community Sales Director ("CSD") is responsible for achieving and exceeding the community's monthly...
  • 6/8/2024 12:00:00 AM

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Tax Manager Public Accounting
  • Sable Group LLC
  • Beachwood, OH
  • Job Description Job Description A boutique tax and accounting firm on the east side of Cleveland is looking for a self-s...
  • 6/7/2024 12:00:00 AM

Florida (/ˈflɒrɪdə/ (listen); Spanish for "land of flowers") is the southernmost contiguous state in the United States. The state is bordered to the west by the Gulf of Mexico, to the northwest by Alabama, to the north by Georgia, to the east by the Atlantic Ocean, and to the south by the Straits of Florida. Florida is the 22nd-most extensive (65,755 sq mi or 170,300 km2), the 3rd-most populous (21,312,211 inhabitants), and the 8th-most densely populated (384.3/sq mi or 148.4/km2) of the U.S. states. Jacksonville is the most populous municipality in the state and the largest city by area in th...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$94,421 to $137,228

Estate Planning Consultant in Grand Rapids, MI
This may mean that your estate or a specific gift may not pass to those that you had intended or wished.
January 02, 2020
Estate Planning Consultant in Appleton, WI
Find more Estate Planning Law near Estate Planning Consultants of Hawaii.
February 05, 2020
Estate Planning Consultant in Colorado Springs, CO
Purpose MCR is planning to greatly increase its existing pipeline of both medium and long term sites across the UK.
December 15, 2019