Estate Planning Director jobs in Florida

Estate Planning Director directs all aspects of the estate planning function including sales, staffing, and supervision. Participates in training and estate planning workshops. Being an Estate Planning Director ensures that the agency stays abreast of regulatory guidelines and new trends in the field. Researches and advises on tax, technical, and legal questions. Additionally, Estate Planning Director introduces new life products to the field and contributes to design of related software and tools. May be a speaker at insurance conferences or meetings. Requires a bachelor's degree of business, marketing, or mathematics. Typically reports to top management. May require Chartered Life Underwriter (CLU). The Estate Planning Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. To be an Estate Planning Director typically requires 5+ years of managerial experience. (Copyright 2024 Salary.com)

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Trust And Estate Planning Attorney
  • The Estate Plan
  • Coral, FL FULL_TIME
  • We are searching for a highly analytical applicant who is capable of working full-time and possesses strong negotiation and organizational abilities to join our growing firm as an estate planning attorney. You will create wills, trusts, and powers of attorney for our clients and their families and educate them on matters of insurance and powers of attorney. To guarantee that an estate is managed in accordance with the estate owner's intentions, this role demands a high degree of responsibility. We are searching for an applicant with substantial experience in estate planning. Please apply if this sounds like a great opportunity!

    Compensation:

    $80,000 - $120,000 yearly bonus DOE

    Responsibilities:
    • Assist clients effectively by understanding their needs, analyzing the situation, then strategizing and deciding on a proper course of action
    • Draft and file wills, trusts, and powers of attorney
    • Organize and maintain client files to ensure they are kept current
    • Advise clients regarding retirement plans, charitable giving, and insurance options
    • Collaborate with senior partners and paralegals to effectively move files through the civil litigation process

    • Effective in advising clients on and leading a support team in funding trusts/aligning assets with the client’s estate plan
    • Manage estate administration from open to close
    • Oversee, counsel, guide, train, and mentor Paralegals and legal staff, including assigning work and monitoring work product
    • Monitor relevant caseload pipeline and act as necessary to move cases progressively forward and through the pipeline in accordance with defined milestones
    • Engage in Business Development and Community Engagement
    • Manage Client Relationships

    Qualifications:
    • Wide range of knowledge regarding real estate-related topics such as title insurance, wills and trusts, property management, and litigation
    • At least 1-2 years of working in a law firm on on estate planning and probate law issues is necessary
    • 4-year degree with a legal background and J.D. degree are necessary for this position
    • Candidates should be great communicators, specifically in situations when emotions and stress are high
    • Active membership with the ABA (American Bar Association)

    • Licensed member of the Florida Bar

    About Company


    This is the break you've been waiting for! If you're here, you're ready for a change. We offer serious opportunities to grow rapidly. We need incredible people to join us in supporting our team and helping our clients. From awesome Macbooks to ultra-wide monitors, we'll set you up the right way. We laugh a lot, play games during team time, communicate in our chat rooms using emojis and GIFs, and make sure you're having a great day.


    Our mission is to become the biggest and best estate law firm in Florida in the next two years. We deliver meaningful experiences for our staff and clients, embrace technology and eliminate paper. Also, we have puppies in the office.

    Benefits for qualified employees include; Unlimited PTO, Medical & GAP insurance, Dental, Vision, 401(k) (matching), Life Insurance, Paid maternity/paternity leave, Short and long-term disability, Professional Development, and paid lunches for special events.

  • 1 Day Ago

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Senior Probate and Estate Planning Attorney
  • The Estate Plan
  • Coral, FL FULL_TIME
  • The Estate Plan If you have experience in estate planning and estate administration, you may be an excellent addition to our growing law firm. As our estate planning and probate attorney, you will dra...
  • 2 Days Ago

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Probate & Estate Planning Associate Attorney
  • The Estate Plan
  • Coral, FL FULL_TIME
  • If you have experience in estate planning and estate administration, you may be an excellent addition to our growing law firm. We are looking for a highly analytical candidate with good negotiation an...
  • 27 Days Ago

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Law Office Assistant
  • Perlin Estate Planning & Probate
  • Coral, FL FULL_TIME
  • Intake, Scheduling Billing ResponsibilitiesWe're searching for a diligent and friendly office assistant to provide administrative support to our small legal team. You’ll be responsible for greeting cl...
  • 24 Days Ago

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Estate Planning Attorney
  • Cohen Norris Wolmer Ray Telepman Berkowitz & Cohen
  • North Palm Beach, FL FULL_TIME
  • Our Firm is seeking an Estate Planning Attorney for the North Palm Beach office. Our Firm commenced in 1990 and we specialize in Residential/Commercial Real Estate, Business Law, Land Use Law, Commerc...
  • 20 Days Ago

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Estate Planning Paralegal
  • Lulich & Attorneys, P.A.
  • Sebastian, FL FULL_TIME
  • Are you seeking a role as an Estate Planning Paralegal in Sebastian, FL, US? Your quest concludes here! Our welcoming and encouraging environment fosters growth and provides support to our team member...
  • 20 Days Ago

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Director of Planning
  • City of Cambridge
  • Cambridge, MD
  • Job Description Job Description POSITION DESCRIPTION The Director of Planning works under the direct supervision and rec...
  • 3/28/2024 12:00:00 AM

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Director of Planning and Analysis
  • Sunsweet Growers
  • Yuba City, CA
  • This role reports to Chief Financial Officer with a strong dotted line to the Vice President of Manufacturing. The succe...
  • 3/28/2024 12:00:00 AM

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Director of Planned Giving
  • Saint Peter's University
  • Jersey City, NJ
  • Job Title Director of Planned Giving Campus Jersey City Campus Department Advancement Full Time, Part Time, Adjunct Full...
  • 3/28/2024 12:00:00 AM

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Finance Planning Director
  • Armanino LLP
  • San Ramon, CA
  • At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in ...
  • 3/27/2024 12:00:00 AM

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Director of Planning and Development
  • SPARTANBURG COUNTY
  • Spartanburg, SC
  • ABOUT SPARTANBURG COUNTY, SC Situated in Upstate South Carolina, Spartanburg County offers an unparalleled climate for b...
  • 3/26/2024 12:00:00 AM

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Family Planning Director
  • Careerbuilder
  • Davis, CA
  • Family Planning Director Position Overview: The salary range for this position is $335,000-$400,000. This position inclu...
  • 3/26/2024 12:00:00 AM

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Director of Planning & Zoning
  • Kennett Township
  • Chadds Ford, PA
  • Are you looking for a job that allows you to be part of the community you work in and a vital tool to the department? Do...
  • 3/25/2024 12:00:00 AM

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VP Director - Strategic Planning (Communications)
  • Meet
  • Meet is partnered with a Healthcare Advertising Services company in need of a Vice President to lead strategy. The Strat...
  • 3/24/2024 12:00:00 AM

Florida (/ˈflɒrɪdə/ (listen); Spanish for "land of flowers") is the southernmost contiguous state in the United States. The state is bordered to the west by the Gulf of Mexico, to the northwest by Alabama, to the north by Georgia, to the east by the Atlantic Ocean, and to the south by the Straits of Florida. Florida is the 22nd-most extensive (65,755 sq mi or 170,300 km2), the 3rd-most populous (21,312,211 inhabitants), and the 8th-most densely populated (384.3/sq mi or 148.4/km2) of the U.S. states. Jacksonville is the most populous municipality in the state and the largest city by area in th...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$122,941 to $182,845

Estate Planning Director in Fort Smith, AR
The estate planning attorneys at Hanis Irvine Prothero can provide a full range of legal and financial tools for your estate planning requirements.
January 05, 2020
Estate Planning Director in Santa Barbara, CA
Estate Planning is more than just having a will, it is about planning for a good end of life.
January 31, 2020
Estate Planning Director in Newark, NJ
And on top of property-related considerations are other important estate-planning components, regardless of marital or parental status.
February 13, 2020