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Estate Planning Strategist Jobs

Estate Planning Attorney Jobs
By CMS Law Firm LLC At Renton, WA, United States
Able to work autonomously and without micromanagement;
able to work autonomously and without micromanagement;
At least 2 years of estate planning/probate experience;
at least 2 years of estate planning/probate experience;
Interested in becoming a great attorney and interested in receiving mentorship to that end;
Have confidence handling an estate planning and/or probate matter from start to finish (with support);
Estate Planning Practice Coach (Virtual, Full-Time)
By WEALTHCOUNSEL LLC At , Remote $100,000 - $120,000 a year
Identify topics, schedule speakers, occasionally teach, and manage curriculum for WealthCounsel’s practice building webinars, programs, and training.
5-10 years’ experience as practicing attorney, preferably in the areas of Estate Planning/Trusts & Estates and Elder Law
2-5 years’ experience owning/running/growing a law practice
Excellent writing, editing, and verbal communication skills
WealthCounsel membership experience a plus (not required)
Interact with internal staff, members, non-members, affiliates/partners, and contractors regarding writing projects, courses, and resource creation.
Estate Planning Partner Jobs
By Michael J. Maloney, P.A. At ,
Your contributions and successes will be acknowledged and rewarded.
Where you work matters. If you are thinking about changing your workplace, let’s talk.
WE FOCUS ON OUR CLIENTS
Client satisfaction is our top priority.
Probate / Estate Planning Paralegal
By The Law Office of J. Michael Nicks, LLC At Delaware, OH, United States
Experience as a legal secretary or assistant or paralegal
Review and draft routine legal documents
Create and maintain case files
Facilitate the meeting of attorney's deadlines by keeping organized schedules and providing timely reminders
Bachelor's degree or Paralegal certificate
Estate Planning And Trusts Associate
By Nelson Mullins Riley & Scarborough At Greater Orlando, United States

Copy of law school transcript

Paralegal - Estate Planning & Probate
By The Law Office of Angela Odensky, PLLC At Bellaire, TX, United States

Do you love juggling lots of tasks and knowing you’re staying on top of everything? Do you excel at paperwork, administration, and getting every detail right? Can you quickly comprehend documents and ...

Entry Level Estate Planning Associate
By Best Best & Krieger Llp At , Bend, 97702, Or

Best Best & Krieger LLP is a nationally recognized law firm focused on delivering effective and client-service oriented solutions to complex legal issues facing public agencies, businesses and ...

Entry Level Estate Planning Associate
By Best Best & Krieger LLP At , Bend, Or

Best Best & Krieger is an equal opportunity employer.

Estate Planning - Elder Law Legal Assistant
By Antanavage Farbiarz PLLC At , Remote $17 - $20 an hour
Serve as primary contact and case manager for estate planning and elder law clients.
Experience with legal software (we use Smokeball, Interactive Legal and Lawmatics)
Excellent problem-solving and analytical skills
Experience and comfort using technology, including Microsoft Office (Word and Excel), Google Chrome, Outlook, etc.
Know the difference between a testator and a testatrix
Like to help families achieve the satisfaction of creating an estate plan?
Estate Planning Case Manager
By Trucendent At Berwyn, PA, United States
3+ years’ experience in law firm and/or trust company reviewing and/or drafting estate plans.
Strong verbal and written communication skills.
Experience in trust company as trust officer or new business acceptance officer.
Preparation of summary reviews of Estate Plans for use by the Financial Advisor
Track and facilitate corporate trustee transitions
Track and facilitate the funding of new trust accounts

Are you looking for a challenging and rewarding career in Estate Planning? We are looking for an experienced Strategist to join our team and help our clients create and implement effective estate plans. As a Strategist, you will be responsible for researching and analyzing estate planning options, developing strategies to maximize tax savings, and providing guidance to clients on the best estate planning solutions. If you have a passion for helping people and a strong understanding of estate planning, we want to hear from you!

Overview An Estate Planning Strategist is a professional who specializes in helping individuals and families plan for the future. They provide advice on how to best manage and protect assets, minimize taxes, and ensure that the wishes of the deceased are carried out. They also provide guidance on how to structure trusts, wills, and other estate planning documents. Detailed Job Description An Estate Planning Strategist is responsible for providing advice and guidance to clients on how to best manage and protect their assets. This includes helping clients create wills, trusts, and other estate planning documents. They also provide advice on how to minimize taxes and ensure that the wishes of the deceased are carried out. Additionally, they may provide guidance on how to structure investments and other financial instruments. Job Skills Required
• Knowledge of estate planning laws and regulations
• Ability to analyze financial information
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Strong problem-solving and decision-making skills
• Ability to develop and maintain relationships with clients
Job Qualifications
• Bachelor’s degree in law, finance, accounting, or a related field
• Relevant experience in estate planning
• Professional certification in estate planning (e.g. Certified Financial Planner)
Job Knowledge
• Knowledge of estate planning laws and regulations
• Knowledge of tax laws and regulations
• Knowledge of financial instruments and investments
• Knowledge of trusts and wills
Job Experience
• Previous experience in estate planning
• Previous experience in financial planning
• Previous experience in tax planning
Job Responsibilities
• Provide advice and guidance to clients on estate planning
• Create wills, trusts, and other estate planning documents
• Analyze financial information to determine the best course of action
• Develop and maintain relationships with clients
• Monitor changes in estate planning laws and regulations
• Prepare and file tax returns and other documents as needed