Estate Planning Consultant

Job Title: Estate Planning ConsultantJob Summary:We are seeking a highly skilled Estate Planning Consultant to join our team at Wright Ford Young & Co. The ideal candidate will have a law degree and a minimum of five years' experience in estate planning. The successful candidate will be responsible for providing tax and estate planning strategies and...

Job Title: Accounting Planning ConsultantWright Ford Young & Co. is seeking a highly skilled Accounting Planning Consultant to join our team. As a key member of our Planning Team, you will work closely with clients, their CPAs, and other advisors to provide tax and estate planning strategies and recommendations.Key Responsibilities:Review high-net-worth...

Job OverviewWe are seeking a detail-oriented Estate Planning Coordinator to join our team at Financial Planning Ministry. As a key member of our team, you will be responsible for analyzing estate plan requests, obtaining critical information, and completing various documents with accuracy.Key Responsibilities:Manage a high-volume caseload of requests for new...

Job OverviewWe are seeking a detail-oriented Document Preparer to join our team at Financial Planning Ministry. As a key member of our team, you will play a crucial role in analyzing estate plan requests, obtaining critical information, and preparing accurate documents.Key Responsibilities:Manage a high-volume caseload of requests for new documents and...

Job Title: Accounting Planning ConsultantAbout the RoleWe are seeking a highly skilled Accounting Planning Consultant to join our team at Wright Ford Young & Co. As a key member of our Planning Team, you will work closely with clients, their CPAs, and other advisors to provide tax and estate planning strategies and recommendations.Responsibilities· Review...

Job Title: Estate Planning AttorneyAscendion is seeking a highly skilled Estate Planning Attorney to join our team. As an Estate Planning Attorney, you will be responsible for conducting in-person planning sessions, designing and overseeing the implementation of estate plans, and representing clients in non-contested conservatorship and trust modification...

About the RoleFirm providing legal services in the areas of charitable planning, tax, estate, and more is seeking a skilled Paralegal to join their team.ResponsibilitiesAssist in all aspects of estate planning, including drafting and executing wills, trusts, and other documents.Utilize wealthdocs software to manage and maintain accurate records of estate...

About Modern Wealth LawWe are a growing estate planning law firm seeking a highly motivated and organized individual to join our team as an Estate Planning/Probate Admin. Our firm is built on a simple yet powerful philosophy: treating others with respect and kindness.Job SummaryWe are looking for a detail-oriented and tech-savvy Estate Planning/Probate Admin...

Job OpportunityWe are seeking an experienced Associate with a background in Estate Planning to join our team. With a strong track record of success in estate planning, trust administration, estate taxes, and local probate court procedures, you will have the opportunity to showcase your expertise and contribute to the growth of our organization.Key...

About the RoleAscendion is seeking a highly skilled Estate Planning Attorney to join our team. As a key member of our legal team, you will be responsible for providing expert guidance and support to our clients in navigating the complexities of estate planning.Key ResponsibilitiesConduct in-depth planning sessions with clients to assess their estate planning...

Exciting Opportunity for an Estate Planning AttorneyTrustpoint.One is thrilled to partner with a dynamic and growing mid-size law firm in Irvine, CA, to find an experienced Estate Planning Attorney. This firm prides itself on its collaborative, organized, and people-focused work environment, offering the opportunity to grow alongside a talented team.If...

About Modern Wealth Law, APLCWe are a growing estate planning law firm dedicated to providing exceptional service to our clients. Our culture is built on the foundation of treating others with respect and kindness. We are a team of professionals who are passionate about helping individuals and families navigate the complexities of estate planning and...

About Modern Wealth LawWe are a growing estate planning law firm seeking a highly motivated and organized individual to join our team as an Estate Planning Administrator.Our CultureWe value a positive and supportive work environment where everyone feels valued and respected. Our team is dedicated to providing exceptional service to our clients, and we are...

We are seeking a skilled Estate Planning Attorney to join our team at Lexitas Legal Talent Outsourcing. The ideal candidate will have a strong understanding of Florida law and experience in drafting and revising forms related to trusts and estates. The attorney will work on a part-time, remote basis, providing practical guidance on probate, fiduciary...

About the RoleWe're seeking an experienced Estate Planning, Trust Administration, and Probate Attorney to join our team at Jobot. As a key member of our team, you'll work closely with our leading expert, Charlotte, to manage our growing caseload and provide exceptional support to our clients.Key Responsibilities:Assist with estate planning, trust...

About the RoleWe're seeking an experienced Estate Planning, Trust Administration, and Probate Attorney to join our team at Jobot. As a key member of our team, you'll work closely with our leading expert, Charlotte, to manage our growing caseload and provide exceptional support to our clients.Key ResponsibilitiesWork on estate planning, trust administration,...

About the JobFirm providing legal services in the areas of charitable planning, tax, estate, and more. We are seeking a highly skilled and experienced paralegal to join our team as an Estate Planning Paralegal. The ideal candidate will have a strong background in estate planning, excellent drafting skills, and the ability to work well under...

About the Role:This is an exciting opportunity to join Jobot as an Estate Planning Paralegal. As a key member of our team, you will be responsible for assisting in all aspects of estate planning, including drafting and executing wills, trusts, and other legal documents. You will also be working closely with attorneys and other paralegals to ensure that all...

Job OverviewWe are seeking a highly skilled Estate Planning Paralegal to join our team at Jobot. The ideal candidate will have a strong background in estate planning, excellent drafting skills, and the ability to work well under pressure.ResponsibilitiesAssist in all aspects of estate planning, including the drafting and execution of wills, trusts, and other...

About the RoleFirm providing legal services in the areas of charitable planning, tax, estate, and more seeks a skilled Estate Planning Paralegal to join their team.ResponsibilitiesAssist in all aspects of estate planning, including drafting and executing wills, trusts, and other documents.Utilize wealthdocs software to manage and maintain accurate records of...