Estate Planning Consultant jobs in Georgia

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 & Probate Attorney
  • Slepian & Schwartz, LLC
  • Peachtree, GA FULL_TIME
  • Slepian & Schwartz, LLC

    If you either are or are planning to be, an exceptional attorney, your place is in our firm!

    Did you become an attorney because you were passionate about helping people ... or maybe because your mother gave you the choice of either being a doctor or a lawyer and you didn't like the icky stuff? Either way, you should enjoy and take pride in what you do! Upon joining our firm you will do both by assisting our clients as they plan for their futures and the futures of their families and loved ones, and, when necessary, protecting their assets and ensuring their wishes are followed when nefarious challengers raise their ugly heads. With a culture and commitment to our people unlike any other in the legal marketplace, at a time when other firms are cutting back and laying people off, we have more business than we can handle and, thus, are able to present a rare and unique employment opportunity to the right attorney who possesses excellent analytical, writing and listening skills coupled with compassion and, since we pride ourselves on always being on the "right side" of matter, a desire to do good and make a positive difference in other's lives.

    The ideal candidate will have some experience drafting Wills, Trusts, Healthcare Directives, and Powers of Attorney (don't worry, whatever your level of experience we'll make you better), and a willingness to support and defend those documents on behalf of our clients and their families through simple and contested probate procedures.

    Everyone in our office loves coming to work each day! Come join our team and experience a law firm culture like no other...

    Our Employee Benefits Include:

    • 401(k)
    • Health Insurance
    • Paid Time Off
    • Health Spending Account
    • Dental Insurance
    • Vision Insurance


    Nobody does it better, but we can be even better with YOU!

    Responsibilities

    • Meet with clients to design, maintain and sign their estate planning documents
    • Counsel clients by listening to their stories, assessing options, and, in partnership with the clients, determining the best course of action and the correct documents to successfully accomplish their goals
    • Draft estate planning documents including Wills, Trusts, Health Care Directives, and Powers of Attorney
    • Review, summarize, and analyze clients' existing estate planning documents, including making the appropriate recommendations regarding changes in the law, family circumstances, and client residency
    • Probate the estates of clients who have passed and protect their families and loved ones in court if and when challenges arise
    • Work diligently to ensure that our clients receive top-notch legal services and excellent results prompting an "impressed" reaction after each encounter
    • Show compassion and empathy when dealing with clients and demonstrate an ability to earn their trust, confidence, and respect by truly caring about their needs
    • Display approachable professionalism along with wit and grit sourced from innate integrity that is beyond reproach
    • Possess remarkable character and intelligence grounded in common sense
    • Contribute to the unrivaled positive atmosphere in our office through a collegial and mutually supportive attitude
    • Natively participate in marketing efforts by conducting yourself in a manner that inspires others
    • Thrive in a team atmosphere on the cutting edge of evolving systems, policies, and procedures


    Skills and experience are important, and valued, but character, intelligence, integrity, and personality have cemented our reputation as a LOCAL FIRM that provides WORLD CLASS SERVICE to its clients!

    Qualifications

    • Required Juris Doctorate (J.D.) degree from an accredited law school
    • Licensed to practice law in the State of Georgia
    • A minimum of 1 years of experience in the practice of estate planning is preferred, but gumption and a fire in the belly to succeed is more determinative
    • Outstanding communication and customer service abilities are a must
    • Writing Skills, Writing Skills, Writing Skills!!!
    • Proficiency in MS Office is required. TABS, WordPerfect, Westlaw, and Nexis are valued, but not required
    • Must support the firm's culture and beliefs by exhibiting a high-level prioritization of client care and satisfaction
    • Interpersonal skills necessary to interact fully, effectively, and appropriately with a vast array of people under a wide range of circumstances and to leave them all singing our praises!
    • Necessary aptitude in order to communicate dynamically and productively by telephone, e-mail, and in-person, with a diverse group of people conveying information with courtesy and tact

    If, you've got this, and can do all that, you should be working here!

    Compensation
    $80,000
    About Slepian & Schwartz, LLC

    As THE premier law firm south of Atlanta we provide unparalleled opportunities to those professionals fortunate enough to become members of our firm. Specializing in areas of the law as diverse as Real Estate, Wills and Trusts, Estate Planning, Divorce, Family Law, Personal Injury, Workers’ Compensation, Bankruptcy, Mediation Services, Criminal Defense, Civil Litigation, and Corporate and Business Law, our attorneys provide the highest quality of efficient legal representation to individuals and businesses across the State of Georgia.


    We are at the top of our game, if you are at the top of yours, come join us!

  • 1 Day Ago

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Estate Planning Paralegal
  • Steele Law Firm
  • Marietta, GA FULL_TIME,PART_TIME
  • Are you looking for a position where you can make a positive impact on people’s lives? Do you love getting all the document details correct as efficiently as possible? Do you want to work in a growing...
  • 24 Days Ago

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Estate Planning Attorney
  • Collabera
  • Atlanta, GA FULL_TIME
  • Company DescriptionEstablished in 1991, Collabera has been a leader in IT staffing for over 22 years and is one of the largest diversity IT staffing firms in the industry. As a half a billion dollar I...
  • 1 Month Ago

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Leasing Consultant
  • Acento Real Estate Partners
  • Mountain, GA FULL_TIME
  • Our own people say it... Acento Real Estate Partners is officially a GREAT PLACE TO WORK! You can see it yourself before even applying... Check us out! About Us Headquartered in the Washington, DC met...
  • Just Posted

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Leasing consultant
  • RangeWater Real Estate
  • Acworth, GA FULL_TIME
  • Description Job Title : Leasing Consultant Department : Leasing Reports To : Community Director (or Marketing Manager, if applicable) FLSA Status : Non-Exempt Position Summary : Executes the property'...
  • 2 Months Ago

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Distribution Planning Consultant (Atlanta)
  • Burns & McDonnell
  • Atlanta, GA FULL_TIME
  • Description Assist project managers in the execution of projects. Lead aspects of project execution including data collection, engineering, financial, and technical analysis; maintain project schedule...
  • 1 Month Ago

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Chief People Officer
  • Kds Strategic Search Group
  • Farmingdale, NJ
  • Title: Chief People Officer Position Type: Perm Travel: 15% (Local) Compensation: $150-190K plus bonus POSITION OVERVIEW...
  • 4/18/2024 12:00:00 AM

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Chief People Officer
  • KDS Strategic Search Group
  • Farmingdale, NJ
  • Title: Chief People Officer Position Type: Perm Travel: 15% (Local) Compensation: $150-190K plus bonus POSITION OVERVIEW...
  • 4/16/2024 12:00:00 AM

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Senior Fiduciary Counsel and Estate Planner
  • Linden Thomas And Company
  • Charlotte, NC
  • Annual Compensation:$170-200K Benefits Offered: 401(k)Fully paidhealth, dental, and vision insurancePaid time off. Daily...
  • 4/16/2024 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...
  • 4/16/2024 12:00:00 AM

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Estate Planning Specialist
  • Fisher Investments
  • Plano, TX
  • Do you enjoy evaluating complex information and helping others understand? Are you passionate about applying your knowle...
  • 4/16/2024 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...
  • 4/15/2024 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...
  • 4/14/2024 12:00:00 AM

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Outreach & Event Coordinator
  • Marys Shelter Of The Treasure Coast
  • Stuart, FL
  • Job Description Job Description Mary's Home is a Christian, faith-based organization and a transitional home in Stuart, ...
  • 4/14/2024 12:00:00 AM

Georgia is a state in the Southeastern United States.Beginning from the Atlantic Ocean, the state's eastern border with South Carolina runs up the Savannah River, northwest to its origin at the confluence of the Tugaloo and Seneca Rivers. It then continues up the Tugaloo (originally Tugalo) and into the Chattooga River, its most significant tributary. These bounds were decided in the 1797 Treaty of Beaufort, and tested in the U.S. Supreme Court in the two Georgia v. South Carolina cases in 1923 and 1989. The border then takes a sharp turn around the tip of Rabun County, at latitude 35°N, thou...
Source: Wikipedia (as of 04/17/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$95,693 to $139,074

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