Estate Planning Director jobs in Benton Harbor, MI

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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Trust And Estate Planning Attorney
  • Legacy Counsel PLC
  • Saint Joseph, MI FULL_TIME
  • Our expanding law firm is looking for an experienced estate planning attorney. We require a highly analytical applicant with excellent negotiation and organizational abilities who is available to work full time. You will prepare documents such as wills, trusts, and powers of attorney as our estate planning attorney. This role carries a great deal of responsibility and seeks to eliminate questions regarding how an estate should be managed. Our ideal candidate will have extensive estate planning knowledge, be a qualified attorney, and have excellent written communication abilities. Please apply if this describes you!Compensation:

    $65,000 - $85,000 yearly

    Responsibilities:
    • Help solve legal problems for clients through analyzing the situation, understanding their needs, and creating a strategic plan of action
    • Communicate with clients about plans for dispersing their assets
    • Work closely with paralegals and senior partners to ensure swift action through the civil litigation process
    • Organize and maintain client files to ensure they are kept current
    • Create wills, trusts, and powers of attorney for your clients

    • Perform initial consults and engage clients
    • Help solve legal problems for clients through analyzing the situation, understanding their needs, and creating a strategic plan of action
    • Draft trust and will-based estate plans, including powers of attorney and trust funding plans
    • Meet with clients to review and sign estate planning documents
    • Supervise paralegal and legal assistant team and take a lead role in probate and trust administration
    • Attend court proceedings as needed to represent clients
    • Help educate the community in matters concerning trust and estates law
    • Utilize, improve, and innovate business systems to ensure all clients have a "Wow!" experience

    Qualifications:
    • Wide range of knowledge regarding real estate-related topics such as title insurance, wills and trusts, property management, and litigation
    • Member in good standing and actively involved with the ABA (American Bar Association)
    • Great communication skills, particularly in stressful and emotional situations
    • Undergraduate degree with a legal background and Juris Doctor degree required
    • Experience at a legal firm working on estate planning and probate law issues for at least 1-2 years is required

    • J.D. from a U.S.-accredited law school
    • Minimum 3-5 years experience in estate planning and/or probate
    • Proficiency in Microsoft Suite, Adobe Pro, and strong typing skills
    • Proficiency in using computer software and the ability and willingness to learn new programs quickly
    • Excellent attention to detail and organizational skills
    • Excellent oral and written communication skills
    • Strong interpersonal skills, including reliability, initiative, kindness, teamwork, and empathy
    • Positive attitude—a MUST

    About Company


    Legacy Counsel PLC is a modern trust and estates law firm in Michigan. We help clients change their family tree by passing down their hard-earned money protected from unnecessary taxes, creditors, and predators so that the next generation can enjoy the fruits of financial freedom—less stress, better health, and greater happiness. We also take on the burden of probate and trust administration after someone has died so that their loved ones can move forward to find peace and happiness without unnecessary stress and hassle. We do all this while leveraging cutting-edge technology and business practices.

  • 9 Days Ago

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Probate And Estate Planning Associate Attorney
  • Legacy Counsel PLC
  • Saint Joseph, MI FULL_TIME
  • Ambitious Probate and Estate Planning Associate Attorney Are YOU a few years into your career and yearning to create your dream job in a family-oriented environment where your skills can be honed to p...
  • 20 Days Ago

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Crew Member
  • Prairie Real Estate Group
  • Benton, MI FULL_TIME
  • We are seeking individuals that are interested in joining our operations crew, part-time, full-time and seasonal positions are available. Responsibilities include: -Cleaning properties -including inte...
  • 1 Month Ago

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Emergency Planning Instructor
  • Holtec International
  • Covert, MI FULL_TIME
  • Emergency Planning InstructorHoltec Decommissioning International (HDI) is currently seeking an Emergency Planning Instructor to join the Palisades Nuclear Plant team in Covert, MI. We are proud of ou...
  • 1 Month Ago

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Real Estate Sales Associate
  • Coldwell Banker Schmidt Family of Companies
  • South Haven, MI FULL_TIME,PART_TIME
  • Have you ever wondered if you have the right kind of personality to succeed as a real estate sales associate? What are the traits of top-producing real estate sales associates, and do you share simila...
  • Just Posted

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Maintenance Director
  • Dowagiac Union Schools
  • Dowagiac, MI FULL_TIME
  • Dowagiac Union School District 243 S. Front Street Dowagiac, MI 49047 (269) 782-4400 March 2024 VACANCY LISTING Position: Director of Facilities and Grounds Position Purpose: Responsible for the compr...
  • 18 Days Ago

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0 Estate Planning Director jobs found in Benton Harbor, MI area

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Board Certified Behavior Analyst (Bcba)
  • Centria Autism
  • St. Joseph, MI
  • Centria Autism is the largest provider of Applied Behavior Analysis (ABA) for children with Autism Spectrum Disorder (AS...
  • 3/28/2024 12:00:00 AM

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REGISTERED NURSE (RN)
  • Chalet of Niles
  • Benton Harbor, MI
  • Chalet of Niles - Registered Nurse (RN) JOIN OUR TEAM TODAY! NOW HIRING - Registered Nurses - (RN) **NEW COMPETITIVE COM...
  • 3/28/2024 12:00:00 AM

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Operations Manager
  • Dayton Freight
  • Elkhart, IN
  • Overview: Stable and growing organization Competitive weekly pay Quick advancement Professional, positive and people-cen...
  • 3/27/2024 12:00:00 AM

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Board Certified Behavior Analyst (Bcba) $10,000 Sign ON Bonus
  • Centria Autism
  • Saint Joseph, MI
  • Centria Autism is the largest provider ofApplied Behavior Analysis (ABA) for children with Autism Spectrum Disorder (ASD...
  • 3/26/2024 12:00:00 AM

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Board Certified Behavior Analyst (Bcba)
  • Centria Autism
  • Saint Joseph, MI
  • Centria Autism is the largest provider ofApplied Behavior Analysis (ABA) for children with Autism Spectrum Disorder (ASD...
  • 3/26/2024 12:00:00 AM

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RN Director of Nursing
  • Ascension
  • Dowagiac, MI
  • Details Sign-on bonus: $10000.00 Department: Nursing Schedule: FT Days; On-call As Needed Hospital: Borgess Place Locati...
  • 3/26/2024 12:00:00 AM

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Vice President, Operations
  • The South Bend Clinic
  • South Bend, IN
  • Overview: Vice President - Operations, South Bend Clinic The healthcare landscape is evolving, with a shift towards inno...
  • 3/25/2024 12:00:00 AM

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IN HOME - BOARD CERTIFIED BEHAVIOR ANALYST
  • LOGAN Community Resources, Inc.
  • Benton Harbor, MI
  • This position is eligible for: Full-Time: Sign-on Bonus - $600 at 75 days and $600 at 1 year of employment. Part-Time: S...
  • 3/24/2024 12:00:00 AM

Benton Harbor is a city in Berrien County in the U.S. state of Michigan which is located southwest of Kalamazoo, and northwest of South Bend, Indiana. In 2010, the population was 10,038 according to the census. It is the smaller, by population, of the two principal cities in the Niles–Benton Harbor Metropolitan Statistical Area, an area with 156,813 people. Benton Harbor and the city of St. Joseph are separated by the St. Joseph River and are known locally as the "Twin Cities".[not in citation given] Fairplain and Benton Heights are unincorporated areas adjacent to Benton Harbor. According to...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$125,205 to $186,213
Benton Harbor, Michigan area prices
were up 1.3% from a year ago

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