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)
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:
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:
Schedule:
Ability to Relocate:
Work Location: In person