Estate Planning Director jobs in Colorado Springs, CO

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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Estate Planning/Probate Paralegal
  • Forbush Legal, PLLC
  • Colorado, CO FULL_TIME
  • Paralegal

    Forbush Legal, PLLC has served families in Colorado Springs and all throughout Colorado since 1996. We are a busy estate planning and business planning firm with an emphasis on quality relationships with our clients. We love what we do.

    We are seeking a new team member to join our team. Estate Planning, Probate, and Trust Administration are special areas of law that cater to families. The ideal candidate is compassionate, friendly, enthusiastic, and loves to serve.

    Basic Requirements

    · Boutique level customer service skills

    · Strong writing, editing, and proofreading skills

    · Tremendous attention to detail

    · Proficiency with Microsoft Office applications

    · High level of integrity

    · Maintains a professional appearance and demeanor

    Preferred Qualifications

    · Experience as a paralegal or legal assistant

    · Thorough knowledge of probate processes and procedures

    · Experience with timekeeping and hourly billing

    · Experience with drafting planning documents

    · Experience with Clio practice management software

    · Experience with Wealth Counsel drafting software

    This is an in-office full time position with a 40 hour work week that ends at noon on Fridays.

    Benefits:

    · Medical and vision insurance covered 100% for employees

    · Life Insurance

    · 401(k)

    · Paid vacation, paid holidays, and paid birthday

    · Awesome co-workers and a fun team environment

    · Room for growth

    Pay: negotiable, based on experience.

    Job Type: Full-time

    Pay: $40,000.00 - $55,000.00 per year

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Health insurance
    • Health savings account
    • Life insurance
    • Paid time off
    • Vision insurance

    Schedule:

    • Monday to Friday
    • No weekends

    Travel requirement:

    • No travel

    Experience:

    • Paralegal: 5 years (Required)

    Work Location: In person

  • Just Posted

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Tax Planning Strategist- Trust & Estate
  • Stockman Kast Ryan + Company
  • Colorado, CO FULL_TIME
  • TAX PLANNING STRATEGIST- TRUST & ESTATE -Post 4/15 start If you are feeling the big 4 burnout or just looking to the future feel free to apply today to start learning about SKR CO. We can keep in touc...
  • 8 Days Ago

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Real Estate Agent - Real Estate License Required
  • Your Castle Real Estate
  • Colorado, CO CONTRACTOR,FULL_TIME
  • Your Castle Estate is one of the largest independent real estate brokerage in Colorado. We are looking to continue growing our team! Our Agents have access to well-rounded training at any stage of the...
  • 19 Days Ago

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Real Estate Associate Broker
  • Sherpa Real Estate
  • Durango, CO FULL_TIME
  • Our team is looking for self-motivated, ambitious associate brokers (or aspiring associate brokers) to join us, who will add to our Sherpasphere! We want to help you build your career.We pride ourselv...
  • 21 Days Ago

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1099 Real Estate Advisor
  • Atlas Real Estate
  • Colorado, CO FULL_TIME
  • DescriptionDo you want to work at a fast-growing, employee-owned company, recognized by leading media outlets as one of the Best Places to Work, the Best Property Management Company and a Top Company ...
  • 7 Days Ago

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Real Estate Agent - Zillow Team
  • Atlas Real Estate
  • Colorado, CO FULL_TIME
  • DescriptionDescription:Do you want to work at a fast-growing, employee-owned company, recognized by leading media outlets as one of the Best Places to Work, the Best Property Management Company and a ...
  • 1 Month Ago

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0 Estate Planning Director jobs found in Colorado Springs, CO area

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Convention Director
  • Julie Patra Publishing
  • Colorado Springs, CO
  • Job Description Job Description Readers Take Denver/ Story World is an international book event that includes hundreds o...
  • 4/25/2024 12:00:00 AM

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Director, Claims Operations - Auto Physical Damage - Central Region
  • USAA
  • Colorado Springs, CO
  • Why USAA? Lets do something that really matters. At USAA, we have an important mission: facilitating the financial secur...
  • 4/25/2024 12:00:00 AM

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Director, Claims Operations - Auto Physical Damage
  • Usaa
  • Colorado Springs, CO
  • Why USAA? Lets do something that really matters. At USAA, we have an important mission: facilitating the financial secur...
  • 4/25/2024 12:00:00 AM

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Director, Business Strategy Analytics (Deposit Forecasting)
  • USAA
  • Colorado Springs, CO
  • Why USAA? Lets do something that really matters. At USAA, we have an important mission: facilitating the financial secur...
  • 4/24/2024 12:00:00 AM

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Crew Chief / Operations Manager
  • EverLine Coatings & Services - Colorado Springs
  • Colorado Springs, CO
  • Job Description Job Description EverLine Coatings and Services is the premier line painting and pavement maintenance com...
  • 4/23/2024 12:00:00 AM

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SEASONAL - Day Camp Director for Youth with Disabilities (PT Rec & Camp Support)
  • City of Colorado Springs, CO
  • Colorado Springs, CO
  • Salary: $19.00 Hourly Location : Recreation and Cultural Services - City of Colorado Springs, CO Job Type: Seasonal Job ...
  • 4/23/2024 12:00:00 AM

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Colorado Springs HVAC Program Supervisor
  • Intellitec College
  • Colorado Springs, CO
  • Job Details Level Experienced Job Location Colorado Springs - Main - Colorado Springs, CO Salary Range $55,000.00 - $67,...
  • 4/23/2024 12:00:00 AM

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Assistant Director of Development
  • AIR FORCE ACADEMY ATHLETICS CORPORATION
  • Colorado Springs, CO
  • Job Description Job Description “This job is a civilian position and does not require military service (including commis...
  • 4/22/2024 12:00:00 AM

Colorado Springs is a home rule municipality that is the largest city by area in Colorado as well as the county seat and the most populous municipality of El Paso County, Colorado, United States. Colorado Springs is located in the east central portion of the state. It is situated on Fountain Creek and is located 60 miles (97 km) south of the Colorado State Capitol in Denver. At 6,035 feet (1,839 m) the city stands over 1 mile (1.6 km) above sea level, though some areas of the city are significantly higher and lower. Colorado Springs is situated near the base of Pikes Peak, which rises 14,115 f...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$129,026 to $191,899
Colorado Springs, Colorado area prices
were up 2.3% from a year ago

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