Estate Planning Director jobs in Utah

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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Associate Attorney, Estate Planning
  • ProvenLaw, PLLC
  • Saint George, UT FULL_TIME
  • Are you tired of the big firm environment? Do you have estate planning experience? Do you pride yourself on your relationships with your clients? If so, we are looking for you!

    ProvenLaw is seeking an estate planner for our team to handle estate planning, uncontested probate, and trust administration matters.

    We value our team and offer:*

    • Competitive compensation
    • Dental, vision, disability, and life insurance
    • Retirement plan with firm match
    • Paid time off
    • Bonus potential
    • Bar association dues paid
    • CLE courses reimbursed
    • Reimbursement for networking meetings

    *Waiting period applies. Subject to change without notice.

    Our ideal candidate has at least 1-5 years’ experience. We look for team members that embody our values: compassion, excellence, innovation, honesty, peace, and reputation.

    Duties include but are not limited to:

    • Interacting with clients about case-related work
    • Making court appearances
    • Drafting trusts, wills, powers of attorney, health care directives, and deeds
    • Independently evaluating and identifying potential exposure and risks associated with cases

    Education & Qualifications

    • 1-5 years’ estate planning experience
    • Graduate level tax course work is preferred
    • State bar certification in Utah in good standing (AZ, NV, CA or ID are a plus)
    • JD from an accredited law school
    • Exceptional research, writing, and attention to detail skills
    • Outstanding listening, verbal, and written communication skills
    • Great client interfacing skills
    • Strong organizational and project management skills
    • Tech savvy
    • Proficient in Microsoft Office specifically Word, Outlook, Excel, and PowerPoint

    Salary commensurate with experience.

    To apply for this exciting opportunity, please submit a detailed resume and a cover letter telling us (1) why you are searching for a new position, (2) any experience you may or may not have with tax issues related to estate planning, and (3) why you’re the best fit for our firm.

    Emails sent directly to the firm, phone calls, or in person applications are not accepted. No agencies please.

    Only those candidates being considered will be contacted.

    Job Type: Full-time

    Pay: $70,000.00 - $130,000.00 per year

    Benefits:

    • Dental insurance
    • Life insurance
    • Paid time off
    • Retirement plan
    • Vision insurance

    Schedule:

    • Monday to Friday

    Experience:

    • estate planning: 1 year (Required)

    License/Certification:

    • Utah Bar License (Required)

    Ability to Relocate:

    • Saint George, UT: Relocate before starting work (Required)

    Work Location: In person

  • 22 Days Ago

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ASSOCIATE ATTORNEY - TAX & ESTATE PLANNING
  • JBA International
  • SALT LAKE CITY, UT FULL_TIME
  • A minimum of one to three years of experience in a law firm is required, and an LL.M. in tax or a CPA license would be helpful. Qualified candidates will have experience in one or more of the followin...
  • 13 Days Ago

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Director Financial Planning & Analysis
  • Black Diamond Equipment LTD
  • SALT LAKE CITY, UT FULL_TIME
  • DescriptionIn this position you will report to the VP of Finance and be accountable for leading the Operational Finance team in managing the Organization's global strategic business plan, budgets and ...
  • 1 Day Ago

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Director Financial Planning & Analysis
  • Black Diamond, Inc. FKA Clarus
  • Salt Lake, UT FULL_TIME
  • DescriptionIn this position you will report to the VP of Finance and be accountable for leading the Operational Finance team in managing the Organization's global strategic business plan, budgets and ...
  • 6 Days Ago

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Director, Financial Planning and Analysis
  • Podium
  • Lehi, UT FULL_TIME
  • The Role The Director of FP&A is responsible for working closely with senior leadership and functional leaders to plan, forecast, analyze, and ultimately drive business performance. This individual gu...
  • 18 Days Ago

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Director of Financial Planning and Analysis
  • Cafe Zupas
  • Sandy, UT FULL_TIME
  • DIRECTOR OF FINANCIAL PLANNING AND ANALYSIS Responsibilities: Financial point of contact for key stakeholders across multiple functions – providing guidance on performance, pricing, KPIs and ad-hoc an...
  • 22 Days Ago

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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...
  • 4/19/2024 12:00:00 AM

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Director of Planning
  • KHAITE
  • New York, NY
  • About KHAITE: KHAITE is a leading Luxury fashion brand based in New York City, known for its modern and luxurious design...
  • 4/18/2024 12:00:00 AM

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Planning Director
  • AppleOne Employment Services
  • Fresno, CA
  • TITLE: DIRECTOR OF FORWARD PLANNING ABOUT THE JOB: Seeking experienced candidates for a DIRECTOR OF FORWARD PLANNING rol...
  • 4/18/2024 12:00:00 AM

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Planning Director
  • Licking County
  • Newark, OH
  • JOB OPPORTUNITY! Licking County Planning Director The Licking County Planning Commission (LCPC) is seeking a qualified D...
  • 4/18/2024 12:00:00 AM

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Planning Director
  • Appleone Employment Services
  • Fresno, CA
  • TITLE: DIRECTOR OF FORWARD PLANNING ABOUT THE JOB: Seeking experienced candidates for a DIRECTOR OF FORWARD PLANNING rol...
  • 4/18/2024 12:00:00 AM

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Financial Planning Director
  • Lead Advisor
  • Westborough, MA
  • Description: Director of Planning Our client is a full-service financial advisory practice in Westborough that serves hi...
  • 4/18/2024 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 ...
  • 4/16/2024 12:00:00 AM

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Financial Planning Director
  • Lead Advisor
  • Westborough, MA
  • Description: Director of Planning Our client is a full-service financial advisory practice in Westborough that serves hi...
  • 4/15/2024 12:00:00 AM

Utah is known for its natural diversity and is home to features ranging from arid deserts with sand dunes to thriving pine forests in mountain valleys. It is a rugged and geographically diverse state that is at the convergence of three distinct geological regions: the Rocky Mountains, the Great Basin, and the Colorado Plateau. Utah is one of the Four Corners states, and is bordered by Idaho in the north, Wyoming in the north and east; by Colorado in the east; at a single point by New Mexico to the southeast; by Arizona in the south; and by Nevada in the west. It covers an area of 84,899 sq mi ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$123,320 to $183,413

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