Estate Planning Director jobs in Iowa

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 Attorney
  • Goosmann Law Firm
  • Sioux, IA FULL_TIME
  • Shape Tomorrow’s Legacy Today: Propel Your Estate Planning Career with Goosmann Law Firm’s Visionary Team!

     

    Shape Futures, Spark Success: Join Goosmann Law Firm as an Estate Planning Maestro! We're on a mission to empower clients to navigate their personal and professional journeys with precision and purpose. Dive into dynamic legal landscapes, advising on business ventures, asset protection, and estate planning strategies. Your expertise will sculpt legacies and safeguard interests, guiding clients towards prosperity. Are you ready to lead the charge in law's next frontier? Apply now and be the architect of tomorrow's triumphs!"

     

    About Goosmann Law Firm

    Join the Legal League of Leaders at Goosmann Law Firm: Where Trailblazing Minds and Strengths Unite! As the Midwest’s Largest Woman-Owned Firm, we empower Business Titans, CEOs, Entrepreneurs and more to shape America’s future. Whether our clients are forging business legacies or seeking justice, we’re here to help. Our culture thrives on positivity, teamwork, and growth, with a laser focus on quality and client success. Embrace a dynamic environment where strengths shine, excellence is celebrated, and our executive team supports you every step of the way on the business of law. At Goosmann, we’re not just legal experts; we’re architects of success, leveraging technology, mentorship, and a passion for progress.

     

    Primary Responsibilities: 

    • Working collaboratively as part of a team.
    • Collaborating with clients to develop strategies designed to meet specific goals
    • Drafting and reviewing legal documents such as wills, trusts, powers of attorney and healthcare directives
    • Conducting legal research on estate planning laws, regulations, and precedents
    • Counseling clients on wealth preservation, tax planning and asset protection strategies
    • Assisting with probate and estate administration processes
    • Representing clients in negotiations, mediations or court proceedings related to estate matters
    • Business development, including professional organization involvement and writing.
    • Supervising paralegals, staff, and team members as your role progresses.  

     

    Required Skills/Abilities:

    • Superior verbal and written communication skills.
    • Ability to communicate complex matters concisely and effectively in oral and written form.
    • Excellent interpersonal, organizational, and client service skills.
    • Excellent time management skills with a proven ability to meet deadlines and ability to delegate.
    • Strong research, analytical, and problem-solving skills.
    • Ability to function well in a high-paced and at times stressful environment.
    • Proficient with Microsoft Office Suite

     

    Required Education and Experience:

    • Bachelor’s degree
    • Juris Doctor from an accredited law school
    • Successful passing of the bar exam
    • Active member in good standing of the Bar or currently eligible to become licensed, to practice law in Iowa. 
    • 2-5 years of relevant experience in estate planning, including drafting wills, trusts and other estate planning documents, as well as advising clients on estate and trust administration matters.
    • Strong work ethic, drive, keen attention to detail, and the ability to work effectively in a small team environment.

     

    Preferred Experience:

    • 3-7 years of specific estate planning experience.
    • Excellent academic and professional credentials.

     

    Physical Requirements:

    • Prolonged periods sitting at a desk and working on a computer
    • Must be able to lift up to 15 pounds at a time.

      

    We offer a comprehensive and competitive wage and benefit package.

     

    Fuel Your Legal Journey with Goosmann:

    Where Support, Growth, and Success Await! From top-notch training to personalized marketing strategies, we're dedicated to nurturing your skills and propelling your career forward. Join us and ignite your passion for law into a blazing trail of achievement! Ready to embark on this exciting adventure? Send your resume and cover letter to Barbara Caskey at caskeyb@goosmannlaw.com . All inquiries will remain confidential.  

     

    Goosmann Law Firm: Where Equal Opportunity Thrives.

  • 3 Days Ago

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Business & Estate Planning Attorney
  • Goosmann Law Firm
  • Sioux, IA FULL_TIME
  • The Goosmann Law Firm is seeking a talented and driven Business & Estate Planning Attorney to join its high growth firm. The Firm is dedicated to helping our clients achieve their personal and profess...
  • 7 Days Ago

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Transit Director
  • Southeast Iowa Regional Planning Commission
  • West Burlington, IA FULL_TIME
  • Transit Director PositionBackground: The Southeast Iowa Regional Planning Commission (SEIRPC, www.seirpc.com) is seeking a motivated and skilled professional to fill a full-time position as Transit Di...
  • 13 Days Ago

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Director of Planning
  • McGill Junge Wealth Management
  • Clive, IA FULL_TIME
  • ROLE PROFILE: The Director of Planning role will be responsible for defining and executing planning strategies related to the financial planning services we provide for our clients. In collaboration w...
  • 18 Days Ago

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Senior Director of Financial Planning
  • Palmer College of Chiropractic
  • Davenport, IA OTHER
  • Job Details Job Location: 10 - Davenport Campus - Davenport, IA Position Type: Full Time Education Level: 4 Year Degree Salary Range: Undisclosed Job Shift: Daytime DescriptionPalmer College of Chirop...
  • 6 Days Ago

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Planning & Performance Director
  • Elevance Health
  • Des Moines, IA FULL_TIME
  • Job Family: Business Development and Planning Type: Full time Date Posted: Mar 21, 2024 Anticipated End Date: Mar 28, 2024 Reference: JR109690 Description Planning & Performance Director Location: Thi...
  • 13 Days Ago

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Director of Planning
  • KHAITE
  • New York, NY
  • About KHAITE: KHAITE is a leading Luxury fashion brand based in New York City, known for its modern and luxurious design...
  • 4/23/2024 12:00:00 AM

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Planning Director
  • AppleOne Employment Services
  • Fresno, CA
  • TITLE: DIRECTOR OF FORWARD PLANNING ABOUT THE JOB: Seeking experienced candidates for a DIRECTOR OF FORWARD PLANNING rol...
  • 4/23/2024 12:00:00 AM

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Planning Director
  • Licking County
  • Newark, OH
  • JOB OPPORTUNITY! Licking County Planning Director The Licking County Planning Commission (LCPC) is seeking a qualified D...
  • 4/23/2024 12:00:00 AM

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Planning Director
  • Appleone Employment Services
  • Fresno, CA
  • TITLE: DIRECTOR OF FORWARD PLANNING ABOUT THE JOB: Seeking experienced candidates for a DIRECTOR OF FORWARD PLANNING rol...
  • 4/23/2024 12:00:00 AM

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Financial Planning Director
  • Lead Advisor
  • Westborough, MA
  • Description: Director of Planning Our client is a full-service financial advisory practice in Westborough that serves hi...
  • 4/23/2024 12:00:00 AM

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Strategic Planning Director
  • Cox Communications, Inc.
  • Atlanta, GA
  • Company Cox Automotive - USA Job Family Group Strategy & Corporate Development Job Profile Strategic Planning Director M...
  • 4/22/2024 12:00:00 AM

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Director, Media Planning
  • GroupM
  • New York, NY
  • Description Position at GroupM Role Summary & Impact As a Director of Planning, you will oversee multiple planning group...
  • 4/21/2024 12:00:00 AM

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Director of Planning
  • Khaite
  • New York, NY
  • About KHAITE: KHAITE is a leading Luxury fashion brand based in New York City, known for its modern and luxurious design...
  • 4/20/2024 12:00:00 AM

Iowa (/ˈaɪəwə/ (listen)) is a state in the Midwestern United States, bordered by the Mississippi River to the east and the Missouri River and Big Sioux River to the west. It is bordered by six states; Wisconsin to the northeast, Illinois to the east, Missouri to the south, Nebraska to the west, South Dakota to the northwest and Minnesota to the north. In colonial times, Iowa was a part of French Louisiana and Spanish Louisiana; its state flag is patterned after the flag of France. After the Louisiana Purchase, people laid the foundation for an agriculture-based economy in the heart of the Corn...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$124,098 to $184,570

Estate Planning Director in Fort Smith, AR
The estate planning attorneys at Hanis Irvine Prothero can provide a full range of legal and financial tools for your estate planning requirements.
January 05, 2020
Estate Planning Director in Santa Barbara, CA
Estate Planning is more than just having a will, it is about planning for a good end of life.
January 31, 2020
Estate Planning Director in Newark, NJ
And on top of property-related considerations are other important estate-planning components, regardless of marital or parental status.
February 13, 2020