Estate Planning Consultant jobs in Minnesota

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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Legal Assistant Estate Planning and Administration
  • Safe Harbor Estate Law
  • Paul, MN FULL_TIME
  • Safe Harbor Estate Law

    We are seeking a skilled and experienced Legal Assistant to join our team in Estate Planning and Administration. The ideal candidate will support the Attorneys and Estate Planning Senior Paralegal by drafting documents, correspondence, and spreadsheets, filing pleadings and recording deeds, scheduling, organizing and maintaining files and case management system, and communicating with clients and others as needed.

    The successful candidate should possess the necessary skills and experience, but more importantly, they should be humble (no task beneath you), hungry (for your own success and the team's), and smart (knowing how to interact with a wide range of people). We take pride in our culture and seek individuals who appreciate working in a collaborative, friendly, and supportive environment.

    While we have developed solid systems and procedures and will provide training, this is not a position for beginners. We are growing fast and need someone who can hit the ground running. The ability to relate to clients, county and court personnel, and team members - including supervision, is critical. We are always learning and improving our systems, so having a growth mindset is important.

    This position offers more than just a job; it's a career opportunity for the right candidate. Salary is commensurate with skill and experience and is negotiable. In addition to being committed to your personal and professional growth, we offer a generous benefits package including monthly in-office massages, health insurance, vision, and dental plans, life insurance, short and long-term disability plans, an HSA, FSA, and a Dependent Care FSA, 401k plan with 3% company contribution, plus a generous paid time off policy, and paid holidays.

    If you are excited about joining a team that is dedicated to a cause greater than itself and committed to optimizing performance without compromising service, then you may have found your new home. To learn more about our company, please visit our "You Should Work Here" page: https://safeharborestatelaw.com/you-should-work-here#.

    Responsibilities

    • Draft and file probate pleadings for MN and WI.
    • Assist with trust administrations and non-probate estate administrations.
    •  Draft asset summaries for clients.
    •  Assist with estate plan signing including witnessing, saving scanned documents, filing deeds, follow up with clients and financial advisors, including answering questions about funding and other matters.
    • Provide backup on drafting estate plan documents and preparing them for signing.
    • Interact with clients and other parties to build relationships and achieve goals, including collecting needed documents to keep the process moving.
    • Maintain and update case management system including daily, detailed time records that communicate the value of the work completed, accurate and timely filing and task management.
    • Maintain calendars: schedule appointments for estate planning and administration, post tasks and deadlines, and ensure the Firm and team’s calendars are accurately maintained and organized in a logical and efficient manner.
    •  Interacts with the courts and administrative agencies regarding hearings, motions, and other appearances, becoming the courts’ primary point of contact with the firm for all administrative and scheduling issues pertaining to estate administration.
    • Prepares and sends legal correspondence as directed by attorneys; puts documents typed initially by attorneys into final form, ready to be delivered to courts, clients, and co-counsel and opposing counsel
    •  Ensures that the attorney has the relevant materials ready when the attorney has meetings or court appearances.
    Qualifications

    • A Legal Assistant should have a high school diploma, but advanced training at a college or university is preferred.
    • A Legal Assistant should have prior experience in a law firm. Legal Secretarial experience is preferred, but in some cases experience as a file clerk, receptionist, or project assistant will suffice.
    Compensation
    $19 - $24 hourly
    About Safe Harbor Estate Law

    Safe Harbor Estate Law is a firm focused on Estate Planning and Elder Law. We are passionate about helping our clients protect themselves, their loved ones, and their assets.  We pride ourselves on helping our clients achieve their goals while providing an outstanding client experience.  In 2021, (for the third consecutive year) we were a Law Firm 500 award winner as one of the top 25 fastest-growing law firms in the US. We find it very rewarding to work together collaboratively to help more clients every year.

  • 23 Days Ago

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Legal Assistant Estate Planning And Administration
  • Safe Harbor Estate Law
  • Saint Paul, MN FULL_TIME
  • We are seeking a skilled and experienced Legal Assistant to join our team in Estate Planning and Administration. The ideal candidate will support the Attorneys and Estate Planning Senior Paralegal by ...
  • 12 Days Ago

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Senior Estate Planning Attorney
  • Jobot
  • Minneapolis, MN FULL_TIME
  • This Jobot Job is hosted by: Andrew DuongAre you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.Salary: $150,000 - $200,000 per yearA bit about us:We are an esta...
  • 23 Days Ago

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Trust & Estate Planning Attorney
  • Stone Arch Law Office
  • Minneapolis, MN FULL_TIME
  • We are searching for a highly analytical applicant who is capable of working full-time and possesses strong negotiation and organizational skills to join our growing firm as an estate planning attorne...
  • 1 Day Ago

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Estate Planning Partner Attorney
  • Hellmuth & Johnson, PLLC
  • Edina, MN FULL_TIME
  • DescriptionHellmuth & Johnson, PLLC, a mid-size law firm in Edina, MN seeks a partner level attorney for its Estates and Trusts practice group. The successful candidate will have significant experienc...
  • 1 Day Ago

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Trust & Estate Planning Paralegal
  • Yanowitz Law Firm, PLLC
  • Rochester, MN FULL_TIME
  • Are you a skilled and detail-oriented individual with a passion for writing? Our law office is seeking our next great paralegal to join our Estate Planning team. You will play a pivotal role in crafti...
  • 2 Days Ago

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Planning Analyst
  • Hantz Group
  • Saginaw, MI
  • Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their ...
  • 3/28/2024 12:00:00 AM

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Account Executive
  • FirstLantic Healthcare
  • As an Account Executive for FirstLantic Healthcare, you will be at the forefront of creating new partnerships, helping t...
  • 3/27/2024 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...
  • 3/27/2024 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...
  • 3/25/2024 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, ...
  • 3/25/2024 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 paid health, dental, and vision insurance. Paid time off....
  • 3/24/2024 12:00:00 AM

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Estate Planning Attorney
  • ECG Resources, Inc.
  • Chicago, IL
  • Established Chicago Single-Family Office seeks JD/Estate Planner to serve as primary point of contact for UHNW clients a...
  • 3/24/2024 12:00:00 AM

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Tax Manager Public Accounting
  • Sable Group LLC
  • Beachwood, OH
  • Job Description Job Description A boutique tax and accounting firm on the east side of Cleveland is looking for a self-s...
  • 3/24/2024 12:00:00 AM

Minnesota (/ˌmɪnɪˈsoʊtə/ (listen)) is a state in the Upper Midwest and northern regions of the United States. Minnesota was admitted as the 32nd U.S. state on May 11, 1858, created from the eastern half of the Minnesota Territory. The state has a large number of lakes, and is known by the slogan the "Land of 10,000 Lakes". Its official motto is L'Étoile du Nord (French: Star of the North). Minnesota is the 12th largest in area and the 22nd most populous of the U.S. states; nearly 60% of its residents live in the Minneapolis–Saint Paul metropolitan area (known as the "Twin Cities"). This area i...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$101,207 to $147,097

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