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)
Offit Kurman, a growing full-service Am Law 200 firm serving the private client market, is seeking an Estate Planning and Administration Associate for its Columbia, Maryland office.
Required:
• At least three (3) years of experience drafting estate planning documents and administering estates in Maryland
• Ability to draft basic and intermediate estate planning documents
• Ability to administer probate estates in Maryland
• Ability to prepare accountings
• Ability to prepare estate tax returns
• Demonstrated client relationship skills
• Licensed to practice law in Maryland.