Estate Planning Director jobs in the United States

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)

C
Probate and Estate Planning Attorney
  • Carolina Family Estate Planning
  • Cary, NC FULL_TIME
  • Probate and Estate Planning Attorney - Help Our Clients Navigate the Probate Process and Plan for their Future

    Do you have a passion for helping families through one of the most difficult times in their lives? Are you done with the stodgy, stagnant monoculture that exists at a lot of law offices? Carolina Family Estate Planning exists to walk alongside our clients and guide them through the loss of a loved one, and we are adding an estate and trust administration attorney to our team to help us make a lasting difference in our clients' lives by helping them plan for the future ahead. Join us, and become a crucial part of a team that's redefining estate planning and estate administration, one family at a time.

    Compensation and Benefits:

    You'll earn a competitive base salary of $95,000 to $120,000 based on experience, plus opportunities to earn more through incentive-based compensation by accomplishing your Key Performance Indicators (KPIs) and Measures of Success. We've got you covered with comprehensive medical, dental, and vision insurance, life and disability coverage, and a retirement plan with matching contributions; paid time off, and 12 paid holidays; and we'll even help set up your own estate plan. We also cover attorneys' bar dues, insurance, and applicable CLE expenses. This is a hybrid remote/in-office position. We invest in our team's well-being, so they can bring their best for our clients every day.

    WHAT IS CAROLINA FAMILY ESTATE PLANNING ALL ABOUT?

    The probate process and estate planning aren't known for being user-friendly. At Carolina Family Estate Planning, we strive to make the legal system accessible, even enjoyable where possible, for our clients to use. We are building a community of planners, where we have ongoing relationships with our clients that extend to their families for generations to come. Peace of mind is about knowing you have the right plan in place, and that takes a team that explains things in plain English and who follows through with what we say we will do.

    We are proudly not Big Law, and we prioritize work-life balance for our team and having the agility to innovate for our clients. But we are big enough to have resources, like case management systems and processes, and a team of paralegals, legal assistants, and client care staff to drive prospective client outreach and originate new business. We have a diverse, technology-forward, optimistic culture, and we are known by our core values: integrity, proactivity, accountability, teamwork, innovation, and thriving, personally and professionally. Our commitment to our team and our clients, and our unique approach have made us one of the fastest-growing firms in the country, year after year.

    A DAY IN THE LIFE OF AN ATTORNEY AT OUR FIRM

    The primary responsibility of attorneys at Carolina Family Estate Planning is to provide professional legal counsel, with clarity and compassion, to families who need help with the probate and trust administration process. You'll work with our team to explain to clients what is required to get their estate settled, what they need to do, and what our law firm will do to help them with it. Moreover, you'll play an important role in giving clients the peace of mind that they are in good hands with our team.

    You'll work with our supporting team of paralegals and legal assistants to ensure all legal documents and correspondence are drafted correctly and that all legal filings are filed correctly and on time. You will use your expertise to help our non-attorney staff and other attorneys develop and communicate sound strategies for our clients' estates.

    You'll also help our estate planning team by delivering presentations to clients that help them understand the tools we use to protect and pass on their estates. You'll help clients make informed decisions about how their plans should work. And once the plans are drafted, you'll help make sure their wishes are correctly communicated in their plans.

    You'll meet with team members regularly to provide feedback and, working together, continue to improve the quality and efficiency of our services and client communication.

    WORK SCHEDULE:

    Position Type: Full-Time

    Location: Hybrid: Remote and Cary, NC

    Typical Schedule: 8:30 AM - 5:00 PM, with flexibility for client workshop presentations.

    IS THIS THE RIGHT JOB FOR YOU?

    You are a licensed North Carolina attorney. You've been using and growing your estate planning and probate expertise for the past several years. You care deeply about your client's well-being. You're friendly and enjoyable to work with. You make complex topics accessible. Your organizational skills are impeccable. You're detail-oriented, optimistic, and thrive on challenges. If this sounds like you, you're the one we're looking for!

    ARE YOU READY TO JOIN OUR TEAM?

    Ready to help us revolutionize how people think about estate planning, probate, and trust administration?

    Apply now by completing our quick, 3-minute initial application

    Join Carolina Family Estate Planning, and help us help clients build better lives for generations to come.

    About Carolina Family Estate Planning

    Carolina Family Estate Planning, a distinguished woman-owned law firm in Cary, NC, is on a mission to empower our community through education, comprehensive estate planning, estate administration, and related services. We are driven by core values of integrity, proactivity, accountability, teamwork, innovation, and a commitment to personal and professional thriving. Our team's dedication to these principles and to each other has propelled us to become one of the fastest-growing law firms in the country, year after year. Join us in our journey to provide peace of mind and expert guidance to our clients, ensuring their estate planning and administration needs are met with the utmost care and professionalism.

    We prioritize the safety and security of our clients and employees. As part of our onboarding process, candidates selected for hire will be required to undergo a background check and/or a credit check, depending on the specific position.

  • 14 Days Ago

P
Estate Planning Attorney
  • Pennington Law - Estate Planning & Probate
  • Surprise, AZ FULL_TIME
  • Company DescriptionPennington Law - Estate Planning & Probate is dedicated to providing effective estate planning and administration services to individuals and families in the West Valley. The firm b...
  • 23 Days Ago

R
Director of Financial Planning and Analysis
  • RST Development (Real Estate Company)
  • Virginia, VA FULL_TIME
  • The Director of Financial Planning and Analysis will be self-motivated and have demonstrated analytical, problem solving and communication skills. Along with a strong background in accounting and fina...
  • 2 Months Ago

C
Estate Administration Probate Paralegal
  • Carolina Family Estate Planning
  • Cary, NC FULL_TIME
  • Are you an Estate Administration Paralegal or Legal Assistant with at least two years of probate experience working with North Carolina estates? Have you been searching for a role where you have the s...
  • Just Posted

P
Estate Planning Associate Attorney
  • Planning With Purpose, Inc
  • Lynnwood, WA FULL_TIME
  • We are an estate planning firm. "Estate Planning" deals with much more than just wills or trusts, although that is the main area of practice. EP also means we deal with a lot of business interests, re...
  • Just Posted

A
Director, Estate and Gift Planning
  • ASUF ASU Foundation for A New American University
  • Tempe, AZ FULL_TIME
  • Director, Estate & Gift Planning The ASU Foundation (ASUF) fosters partnerships between ASU and like-minded individuals, corporations and foundations who believe in ASU’s mission and provide resources...
  • 13 Days Ago

G
Operations Director
  • General Dynamics Information Technology
  • Herndon, VA
  • Type of Requisition: Regular Clearance Level Must Currently Possess: Top Secret SCI + Polygraph Clearance Level Must Be ...
  • 9/8/2024 12:00:00 AM

R
Assistant Director/Lead Teacher
  • Rise And Shine Daycare
  • Fairfax, VA
  • Job Description Job Description Title: Assistant Child Care Director Job Summary: The Assistant Child Care Director will...
  • 9/6/2024 12:00:00 AM

C
Director of Plans and Training
  • Constellis
  • Washington, DC
  • Position Summary: The Director of Plans and Training will oversee the implementation of employee training programs that ...
  • 9/5/2024 12:00:00 AM

L
Program Execution Lead
  • Leidos
  • Reston, VA
  • Description Leidos has a career Opportunity for a Program Execution Lead within the Sea Systems Business Area. With offi...
  • 9/4/2024 12:00:00 AM

L
Director, AI Initiatives
  • Leidos
  • Reston, VA
  • Description The Leidos Chief Technology Officer organization has an opening for the Director of AI Initiatives, reportin...
  • 8/28/2024 12:00:00 AM

L
Senior Director, Air Force and Defense Agency Growth
  • Leidos
  • Reston, VA
  • Description The Senior Director of Air Force and Defense Agency Growth portfolio will lead a team of 7 Business Developm...
  • 8/13/2024 12:00:00 AM

L
Director, Channel Management - Security Enterprise Solutions
  • Leidos
  • Reston, VA
  • Description Leidos SES is a leading global provider of comprehensive security and detection solutions globally for airpo...
  • 7/30/2024 12:00:00 AM

L
Sr Capture Manager - Homeland And Force Protection Business Area
  • Leidos
  • Reston, VA
  • Description The Homeland and Force Protection Business Area within the National Security Sector of Leidos has an opening...
  • 3/18/2024 12:00:00 AM

Income Estimation for Estate Planning Director jobs
$131,092 to $194,964