Estate Planning Director jobs in Garland, TX

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)

A
Paralegal
  • Anderson Estate Planning, PLLC
  • Mc Kinney, TX FULL_TIME
  • Job Summary:
    We are seeking a Paralegal to join our team. You will be responsible for providing administrative support to the legal team, drafting legal documents, and ensuring accuracy in all tasks. If you have experience in legal administrative work and are looking for a new challenge, we encourage you to apply for this rewarding role.

    Estate planning is an area of the law in which most Paralegals have no experience. Typically, there is significant training on the job, and we are paying someone to learn for approximately one year before they can work independently. Wages in our firm increase with experience and value added to each position. If you are someone who wants to be a central part of an expanding business, with the potential to elevate yourself within our firm, contact us.

    Duties:
    - Assist attorneys with research and preparation of legal documents, including deeds.
    - Organize and maintain case files and records in a timely and accurate manner.
    - Draft and edit legal documents, including wills, trusts, and powers of attorney.
    - Proofread documents to ensure accuracy.
    - Coordinate with clients to gather information and resolve issues.
    - Manage and coordinate cases to ensure timely completion and effective communication with team members.
    - Provide administrative support to the legal team, including scheduling appointments, taking notes, and preparing reports.
    - Utilize organizational skills to prioritize tasks, manage multiple projects, and maintain a clean and organized workspace.

    Qualifications:
    - Preferred bilingual in English and Spanish.
    - Excellent verbal, writing and proofreading skills.
    - Ability to manage projects and prioritize tasks effectively.
    - Strong organizational skills and attention to detail.
    - Familiarity with administrative procedures and legal software.
    - Ability to work independently and as part of a team.
    - Strong communication skills and the ability to interact with clients and colleagues in a professional manner.

    Job Type: Full-time

    Pay: $18.00 - $20.00 per hour

    Expected hours: 40 per week

    Experience:

    • Proofreading: 1 year (Preferred)
    • Legal drafting: 1 year (Required)
    • Organizational skills: 1 year (Required)

    Ability to Commute:

    • McKinney, TX 75070 (Required)

    Work Location: In person

  • 5 Days Ago

1
Paralegal
  • 1st Estate Planning, PLLC
  • Mc Kinney, TX FULL_TIME
  • Company Description1st Estate Planning, PLLC, is located at 6401 W. Eldorado Parkway, McKinney, Texas 75070. 100% of our practice focuses on estate planning, asset protection, and uncontested probate ...
  • 10 Days Ago

1
Legal Assistant
  • 1st Estate Planning, PLLC
  • Mc Kinney, TX FULL_TIME
  • We are an expanding law firm looking for organized, detail-oriented Legal Assistants. We provide sophisticated estate and asset protection planning services that make significant differences in the li...
  • 22 Days Ago

L
Estate Planning Specialist
  • LHH
  • Plano, TX FULL_TIME
  • LHH is seeking an Estate Planning Specialist for our client in Plano, TX. This direct hire opportunity is fully onsite at our client’s office. After a training period, there is an opportunity to work ...
  • 11 Days Ago

T
Estate Planning Attorney- Remote
  • TriFound
  • Dallas, TX CONTRACTOR
  • Job Description Estate and Document Attorney We are looking for an attorney to assist our Tax and Wealth Management teams with Estate Planning. You will be working directly with the client on a remote...
  • 18 Days Ago

F
Estate Planning Specialist
  • Fisher Investments
  • Dallas, TX FULL_TIME
  • Do you enjoy evaluating complex information and helping others understand? Are you passionate about applying your knowledge to provide the best client experience? If you have experience as an attorney...
  • 2 Days Ago

Filters

Clear All

Filter Jobs By Location
  • Filter Jobs by companies
  • More

0 Estate Planning Director jobs found in Garland, TX area

C
Director of Planning
  • City of Cedar Hill, TX
  • Cedar Hill, TX
  • Salary: Depends on Qualifications Location : 285 Uptown Blvd. Cedar Hill TX, TX Job Type: Full-Time Job Number: 520-003-...
  • 9/20/2024 12:00:00 AM

Y
Manager, Business Strategy
  • Yum
  • Plano, TX
  • Job Description The Manager of Business Strategy will report into the Director of Strategy and support the President of ...
  • 9/20/2024 12:00:00 AM

C
Dental Hygiene Program Director
  • Concorde Career Colleges, Inc.
  • Dallas, TX
  • Overview: SUMMARY The Program Director manages faculty and other academic staff and ensures effective leadership of his ...
  • 9/19/2024 12:00:00 AM

R
General Manager
  • recruitAbility
  • Plano, TX
  • Are you a born leader looking for an opportunity to join a well established, stable company in the Electronics Manufactu...
  • 9/19/2024 12:00:00 AM

A
Operations Manager
  • Action Behavior Centers - ABA Therapy for Autism
  • Rowlett, TX
  • As an Operations Manager at ABC, you will lead the overall operations of an ABC Facility. This includes cultivating a wo...
  • 9/18/2024 12:00:00 AM

N
Clinical Liaison RN
  • Nexus Health Systems
  • Dallas, TX
  • POSITION SUMMARY: The position serves as the primary marketing representative for the facility and is responsible for cl...
  • 9/18/2024 12:00:00 AM

C
Director of Planning and Development Services
  • City of Mesquite Texas
  • Mesquite, TX
  • Salary: Depends on qualifications. To plan, administer and manage the activities and operations related to planning, dev...
  • 9/17/2024 12:00:00 AM

H
Finance & Planning Analyst
  • Hunt
  • Dallas, TX
  • Job Description As a privately held exploration and production company, Hunt Oil has successfully conducted worldwide pe...
  • 9/16/2024 12:00:00 AM

Garland is a city in the U.S. state of Texas. It is located northeast of Dallas and is a part of the Dallas–Fort Worth metroplex. It is located almost entirely within Dallas County, except a small portion located in Collin and Rockwall counties. As of the 2010 census, the city had a population of 226,876, making it the 87th-most populous city in the United States of America and the 12th-most populous city in the state of Texas. In 2017, the population rose to 238,002. Garland is second only to the City of Dallas in Dallas County by population and has easy access to downtown Dallas via public t...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$129,388 to $192,430
Garland, Texas area prices
were up 2.2% from a year ago

Estate Planning Director in Richland, WA
They assist personal representatives, trustees, and beneficiaries with estate and trust administration and advise fiduciaries and beneficiaries in contested or potentially contested trust and estate matters.
February 17, 2020
Estate Planning Director in Spokane, WA
Here’s a closer look at each one of these estate planning blunders, most of which are easily avoided.
January 15, 2020
Estate Planning Director in Hialeah, FL
Some people assume that unless you have a sizeable estate, it’s not necessary to hire a lawyer to create a will.
January 04, 2020