Estate Planning Director jobs in Kentucky

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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Estate Planning Attorney
  • Hargrove Firm
  • Lexington, KY FULL_TIME
  • WHO WE ARE

    Hargrove Firm is a local practice with a national footprint that focuses on high-net-worth estate planning. With attorney relationships across the country, it has some of the most innovative and sophisticated estate planning methods available. The Hargrove Firm strives to achieve its clients’ planning goals while maximizing tax savings for estate taxes and other taxes. Our Firm is expanding, and we are seeking highly qualified individuals ready to hit the ground running.

    WHO YOU ARE

    If you’re a highly organized, hardworking, and self-motivated professional with extensive Estate Planning, Wills, and Trusts experience looking to grow your career with a creative and growing national enterprise, then we have an exciting opportunity for you! We are looking for Associate Attorneys to create and review tailored estate planning documents, provide top notch customer service and legal guidance to clients.

    What's In It For You?

    • Flexible work schedule - 9-5 doesn't always work for everyone and that's ok!
    • Hybrid work arrangement opportunities
    • Flat fee services ie NO BILLABLE HOUR REQUIREMENTS
    • No need for existing book of business - we've got the work and clients, we just need your expertise!
    • Paid Time Off
    • Medical, Dental, Vision Insurance
    • 401k with generous matching
    • Opportunities for growth and partner track available!

    Job Responsibilities:

    • Provide expert legal support and advice to clients.
    • Develop and manage client relationships.
    • Handle a wide range of estate planning matters including wills, trusts, powers of attorney, and probate administration.
    • Offer comprehensive income tax planning services, ensuring clients are fully informed and compliant with all relevant laws and regulations.
    • Maintain and expand the book of business, identifying new opportunities for client acquisition and retention.
    • Conduct thorough legal research to support case preparation and strategy development.
    • Draft, review, and negotiate various legal documents and agreements.
    • Represent clients in court and other legal proceedings.
    • Collaborate with legal team members to ensure a coordinated and effective approach to all client matters.

    Education & Experience requirements

    • J.D. Degree required
    • Kentucky Bar Admitted and in good standing.
    • 2 years experience with Estate Planning, Wills, and Trusts
    • Attention to detail, solid organizational skills, and ability to prioritize tasks.
    • Demonstrated experience with relevant firm software programs such as Microsoft Office Applications and case management system CLIO or similar platforms
    • Proven ability to manage multiple clients, cases, and projects simultaneously, meeting tight deadlines.
    • High level of professionalism and ethical standards.
    • Dedication to excellent customer service
    • Ability to work effectively as part of a team, as well as independently.

    Hargrove Firm provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

    Job Type: Full-time

    Pay: From $90,000.00 per year

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Flexible spending account
    • Health insurance
    • Life insurance
    • Paid time off
    • Vision insurance

    Schedule:

    • 8 hour shift
    • Monday to Friday

    Experience:

    • Estate planning: 2 years (Required)

    Ability to Commute:

    • Lexington, KY 40507 (Required)

    Ability to Relocate:

    • Lexington, KY 40507: Relocate before starting work (Required)

    Work Location: Hybrid remote in Lexington, KY 40507

  • 1 Month Ago

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Director Sales Planning & Execution
  • Heaven Hill Brands
  • Louisville, KY FULL_TIME
  • This is a remote position with an ideal base location in Louisville, KY; Dallas, TX; or Miami, FL. Internal applicants that live outside of these areas are also eligible to apply. What the Role Is The...
  • 19 Days Ago

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Director of Institutional Research and Planning
  • Morehead State University
  • Morehead, KY FULL_TIME
  • Posting Details Job Title Director of Institutional Research and Planning Posting Number S01286P Type of Appointment FTF; Full-Time Fixed Posting Category Professional (Non Faculty) Funding Informatio...
  • 4 Days Ago

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Director of Financial Planning & Analysis
  • QUIPT HOME MEDICAL INC
  • Wilder, KY FULL_TIME
  • DescriptionGeneral Description: Director of Financial Planning and Analysis will be primarily responsible for leading the Company’s FP&A activities and providing the senior management team with financ...
  • 22 Days Ago

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Case Management Specialist - Discharge Planning
  • Discharge Planning in Owensboro, KY - Owensboro
  • Owensboro, KY FULL_TIME
  • Summary Job Summary Facilitates cost-effective, quality patient transitions of care and outcomes by collaborating with staff and providing guidance, education, and support to assigned patients. Job Re...
  • 16 Days Ago

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Buying Agent - Real Estate
  • The Reesy Real Estate Team
  • Bowling Green, KY FULL_TIME
  • Be apart of a real estate REVOLUTION! Now is the perfect time! The Reesy Real Estate Team of Keller Williams is looking for rockstars who want to get started in the real estate industry. No prior expe...
  • 22 Days Ago

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Director Demand Planning
  • Anastasia Beverly Hills
  • Beverly Hills, CA
  • The Demand Planning Director is responsible for maintaining 18 month rolling forecast by SKU for Domestic, International...
  • 3/29/2024 12:00:00 AM

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Director Demand Planning
  • Anastasia Beverly Hills
  • Los Angeles, CA
  • The Demand Planning Director is responsible for maintaining 18 month rolling forecast by SKU for Domestic, International...
  • 3/29/2024 12:00:00 AM

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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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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

Kentucky (/kənˈtʌki/ (listen) kən-TUK-ee), officially the Commonwealth of Kentucky, is a state located in the east south-central region of the United States. Although styled as the "State of Kentucky" in the law creating it, (because in Kentucky's first constitution, the name state was used) Kentucky is one of four U.S. states constituted as a commonwealth (the others being Virginia, Pennsylvania, and Massachusetts). Originally a part of Virginia, in 1792 Kentucky became the 15th state to join the Union. Kentucky is the 37th most extensive and the 26th most populous of the 50 United States. Ke...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$121,776 to $181,112

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