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)
About Us:
DiPietro Law LLC, led by Leslie DiPietro, is a thriving estate planning and elder law firm committed to crafting and maintaining effective legal plans for our clients. Rooted in compassion, we empower individuals and families in Delaware and Maryland through skilled planning and guidance, maintaining a warm and friendly boutique law firm experience for every client.
Responsibilities:
As an Estate Planning Assistant, you will be integral in assisting clients with vital legal matters. Key responsibilities include:
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The Ideal Candidate is:
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Salary/Benefits:
We offer competitive benefits, including health insurance reimbursement, bonus potential, paid holidays, time off, 401(K) plan, life insurance, and short-term disability. Starting compensation is $55,000, commensurate with experience.
Application Process:
To be considered, please submit with your resume your references and a cover letter detailing your interest and potential contributions to our firm. We kindly request no walk-ins, calls, or agency inquiries. Only selected candidates will be contacted. Thank you for considering DiPietro Law LLC as your next professional opportunity.
Job Type: Full-time
Pay: From $55,000.00 per year
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Work Location: In person