Estate Planning Director jobs in Florida

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)

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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

  • 26 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...
  • 2 Days Ago

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Legal Secretary
  • Estate Planning & Elder Law Center of Brevard
  • Indialantic, FL FULL_TIME
  • Job Overview:We are seeking a skilled Legal Secretary to join our team. The ideal candidate will have a strong background in legal administrative duties and possess excellent organizational skills. Du...
  • 8 Days Ago

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Estate Planning Paralegal
  • Downtown Ft Lauderdale
  • Fort Lauderdale, FL FULL_TIME
  • About Us:The Law For All is a prestigious law firm specializing in estate planning and probate. Our team is dedicated to providing top-tier legal services to our clients, ensuring their assets are pro...
  • Just Posted

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Estate Planning Attorney
  • BCG Attorney Search
  • North Palm Beach, FL FULL_TIME
  • Practice Area: Estate & Tax Planning,Trusts and Estates,Trusts and Estates - General, Job Type: Attorney,Firm Type: Law Firm, Experience: 5 Years, Job Overview:A law firm in North Palm Beach, FL, is s...
  • Just Posted

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Estate Planning and Probate Paralegal
  • Bohatch & Penaranda, P.L.L.C.
  • Miami, FL FULL_TIME
  • South Miami Trust and Estate law firm is seeking a full-time Paralegal. The firm is looking for a Paralegal with experience in the areas of Estate Planning, Probate and Trust Administration. Salary, b...
  • Just Posted

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Planning Director
  • AppleOne Employment Services
  • Fresno, CA
  • TITLE: DIRECTOR OF FORWARD PLANNING ABOUT THE JOB: Seeking experienced candidates for a DIRECTOR OF FORWARD PLANNING rol...
  • 6/2/2024 12:00:00 AM

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Director Supply Planning
  • DSJ Global
  • Orlando, FL
  • Position Overview: The Director of Supply Planning is responsible for overseeing the planning and management of the supp...
  • 6/2/2024 12:00:00 AM

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Planning Director
  • Licking County
  • Newark, OH
  • Company Description Licking County Planning Commission Job Description JOB OPPORTUNITY! Licking County Planning Director...
  • 6/2/2024 12:00:00 AM

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Director, Biometrics Planning & Execution
  • WuXi AppTec
  • San Diego, CA
  • The primary responsibility of this position is to supervise proposals, contracts, and budget activities, as well as over...
  • 6/1/2024 12:00:00 AM

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Director, Strategic Planning
  • McCann Health Managed Markets | An IPG Health Company
  • About the job The Director, Strategic Planning is responsible for applying customer understanding to creative problems t...
  • 6/1/2024 12:00:00 AM

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Director of Planning
  • City of Cambridge
  • Cambridge, MD
  • The City of Cambridge is seeking a dynamic and energetic individual for the position of Director of Planning to supervis...
  • 5/31/2024 12:00:00 AM

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Director of Planned Giving
  • Dordt University
  • Sioux Center, IA
  • Dordt University has a full-time opening for a Director of Planned Giving who will establish initiatives and manage the ...
  • 5/30/2024 12:00:00 AM

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Director of Planned Giving
  • Santa Clara University
  • Santa Clara, CA
  • Position Title: Director of Planned Giving Position Type: Regular Hiring Range: $96,600.00 - $130,600.00 per year; comme...
  • 5/30/2024 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 Director jobs
$123,458 to $183,612

Estate Planning Director in Fort Smith, AR
The estate planning attorneys at Hanis Irvine Prothero can provide a full range of legal and financial tools for your estate planning requirements.
January 05, 2020
Estate Planning Director in Santa Barbara, CA
Estate Planning is more than just having a will, it is about planning for a good end of life.
January 31, 2020
Estate Planning Director in Newark, NJ
And on top of property-related considerations are other important estate-planning components, regardless of marital or parental status.
February 13, 2020