Estate Planning Consultant jobs in Fort Wayne, IN

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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Estate Planning and Administration Attorney
  • Carson LLP
  • Fort Wayne, IN FULL_TIME
  • Company Overview:

    At Carson Law, we pride ourselves on our people and the inclusive culture we've fostered. Our attorneys and professional staff embody a true sense of partnership, which has been integral to our success since our founding. We believe in relentless pursuit of excellence, collaborating across practices and offices, and leveraging diverse expertise. This approach, known as the Carson way, is why our team members enjoy working with us and with each other.

    Experienced Attorneys play a pivotal role in shaping our culture here at Carson Law. Their wealth of experience assists us in honing our skills and expertise, while also contributing to our ongoing commitment to our clients. By joining us, experienced attorneys have the opportunity to make a positive impact on our communities while further developing their legal careers.

    Position Overview:

    We are seeking a highly skilled and motivated Estate Planning and Administration Attorney to join our growing team. The ideal candidate will possess substantial expertise in estate planning and administration matters, with a focus on providing comprehensive legal counsel to clients in managing their estates. This individual should demonstrate exceptional analytical abilities, meticulous attention to detail, and adeptness in managing various legal projects effectively.

    Responsibilities:

    • Formulate comprehensive estate and succession plans and draft and review the documentation and instruments to facilitate the implementation thereof.
    • Conduct thorough legal research and analysis pertaining to estate planning issues, such as probate, trusts and fiduciaries, taxation, and guardianship matters.
    • Provide strategic legal advice and guidance to clients on matters related to estate planning, wealth preservation, and estate administration.
    • Represent clients in estate-related litigation, including but not limited to will contests, trust disputes, and fiduciary conflicts.
    • Collaborate with other attorneys and professionals within the firm to develop proactive strategies for estate planning, asset protection, and succession planning.
    • Maintain current knowledge of relevant laws, regulations, and legal precedents affecting estate planning and administration, and advise clients accordingly.
    • Cultivate and maintain strong client relationships, delivering exceptional legal services and support tailored to each client's unique estate planning needs and objectives.

    Qualifications:

    • Juris Doctor (JD) degree from an accredited law school.
    • Admission to the Indiana State Bar.
    • Years of experience practicing in the probate, trust, and real property section of Indiana, preferably in a law firm setting.
    • Demonstrated knowledge of probate law issues, real property, and contracts, with a strong emphasis on estate planning, administration, and fiduciary responsibilities.
    • Excellent communication, negotiation, and interpersonal skills.
    • Strong work ethic and ability to thrive in a fast-paced environment.

    Benefits:

    • Competitive salary commensurate with experience.
    • Comprehensive benefits package, including health insurance, retirement plans, and paid time off.
    • Professional development opportunities and support for continuing legal education.
    • Collaborative and supportive work environment with opportunities for advancement.

    How to Apply:

    Please submit a resume, cover letter, and any relevant writing samples to dale@carsonllp.com or at www.carsonllp.com. In your cover letter, please highlight your experience in estate planning and administration and explain why you are interested in joining our firm.

    Job Type: Full-time

    Pay: $112,500.00 - $150,000.00 per year

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Health insurance
    • Health savings account
    • Life insurance
    • Retirement plan
    • Vision insurance

    Work Location: In person

  • 13 Days Ago

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Zillow Flex Real Estate Agent
  • American Dream Team Real Estate Brokers
  • Fort Wayne, IN FULL_TIME
  • Are you a dedicated real estate agent seeking a brokerage that truly delivers on its promises? Welcome to American Dream Team Real Estate Brokers! In the dynamic world of residential real estate, chan...
  • 2 Months Ago

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Make Ready Technician
  • GoldOller Real Estate Investments
  • Fort Wayne, IN FULL_TIME
  • Hey there! We are GoldOller! Are you a highly skilled and experienced Turn Technician ready to join a fantastic team of professionals? GoldOller Real Estate Investments is on the hunt for someone like...
  • 2 Days Ago

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Regional Property Manager
  • GoldOller Real Estate Investments
  • Fort Wayne, IN FULL_TIME
  • The Regional Property Manager is to be responsible, for overseeing the operation of a portfolio of properties through subordinate personnel and monitor fiscal and occupancy status for properties throu...
  • 3 Days Ago

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Groundskeeper
  • GoldOller Real Estate Investments
  • Fort Wayne, IN FULL_TIME
  • Join the GoldOller Team as a Groundskeeper Are you a detail-oriented cleaning wizard? We want YOU to keep our properties looking pristine! As a GoldOller Groundskeeper, you'll be the magic behind our ...
  • 17 Days Ago

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Maintenance
  • Spinoso Real Estate Gro
  • Fort Wayne, IN FULL_TIME
  • Summary The Maintenance Technician follows the lead of the Senior Maintenance Technician to maintain building and equipment compliance with State and Federal regulations; execute repairs and maintenan...
  • 2 Months Ago

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0 Estate Planning Consultant jobs found in Fort Wayne, IN area

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Community Manager
  • RHP Properties
  • Fort Wayne, IN
  • Job Description Job Description Job Description Who is RHP Properties? Headquartered in Farmington Hills, Michigan, RHP ...
  • 5/1/2024 12:00:00 AM

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Steedman Asst Property Mgr Hrly
  • MRD Apartments
  • Sherwood, OH
  • Assistant Property Manager Schedule 9-6 daily, some weekends will be required during lease-up $16-18 per hour plus bonus...
  • 5/1/2024 12:00:00 AM

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Property / Groundskeeper Manager
  • The Meadows LLC
  • Leo-Cedarville, IN
  • Job Description Job Description Job description Job Description: Come join our team. We are looking to hire an individua...
  • 4/29/2024 12:00:00 AM

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Janitorial Area Manager
  • Careerbuilder
  • Huntington, IN
  • **Job Description** Janitorial Area Manager (Janitorial) Huntington, IN, United States of America AddThis Sharing Button...
  • 4/29/2024 12:00:00 AM

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Associate Real Estate Agent
  • Cressy & Everett Real Estate
  • Warsaw, IN
  • Job Description An Associate Real Estate Agent helps clients with the purchase and sale of their home. In this position,...
  • 4/29/2024 12:00:00 AM

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Entry-Level Real Estate Agent
  • Cressy & Everett Real Estate
  • Warsaw, IN
  • Job Description A Real Estate Agent plays an essential role in a real estate transaction. Real estate is an exciting ind...
  • 4/29/2024 12:00:00 AM

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Real Estate Sales Representative
  • Cressy & Everett Real Estate
  • Warsaw, IN
  • Job Description A Real Estate Sales Representative is a real estate agent who meets with clients to help them with the p...
  • 4/29/2024 12:00:00 AM

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Housekeeping Aide
  • American Senior Communities
  • Auburn, IN
  • Housekeeping Aide Bring your heart to work! Caring people make the difference at American Senior Communities! Compassion...
  • 4/27/2024 12:00:00 AM

Fort Wayne is a city in the U.S. state of Indiana and the seat of Allen County, United States. Located in northeastern Indiana, the city is 18 miles (29 km) west of the Ohio border and 50 miles (80 km) south of the Michigan border. With a population of 253,691 in the 2010 census, it is the second-most populous city in Indiana after Indianapolis, and the 75th-most populous city in the United States. It is the principal city of the Fort Wayne metropolitan area, consisting of Allen, Wells, and Whitley counties, a combined population of 419,453 as of 2011. Fort Wayne is the cultural and economic c...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$92,529 to $134,479
Fort Wayne, Indiana area prices
were up 1.3% from a year ago

Estate Planning Consultant in New Haven, CT
The training program should include topics such as key steps in creating an estate plan, legal issues related to estate planning, charitable contribution strategies, tax planning and estate tax implications, financial considerations and special situations that impact estate planning.
November 29, 2019
Estate Planning Consultant in Somerset, NJ
Training to become an Estate Planning Consultant is your opportunity to create income streams that add real value to your business whilst enhancing existing client relationships.
February 24, 2020
Estate Planning Consultant in Virginia Beach, VA
They are rapidly expanding and now require additional home based consultants / advisers with experience in selling Wills, Trusts and Funeral Plans.
January 02, 2020