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)
Company Description
Pennington Law - Estate Planning & Probate is dedicated to providing effective estate planning and administration services to individuals and families in the West Valley. The firm believes that estate planning is a crucial way to protect loved ones and honor unique relationships. With knowledgeable and compassionate counsel, we help clients create customized plans to ensure their obligations are met and their loved ones are protected.
Role Description
This is a full-time on-site role for an Estate Planning Attorney at Pennington Law in Surprise, AZ. The Estate Planning Attorney will be responsible for handling a full range of estate planning, including trusts, wills, powers of attorney, and financial services.
Qualifications
Clear All
0 Estate Planning Consultant jobs found in Glendale, AZ area