Estate Planning Attorney
1 day ago
Job Summary:
We are seeking an experienced Estate Planning Attorney to join our team at Geopaq Logic. The ideal candidate will have a strong background in estate planning, trust and wills, and probate law.
Key Responsibilities:
- Meet with clients to discuss their estate planning needs and provide personalized recommendations;
- Analyze client estates to prepare comprehensive estate plans;
- Ensure that legal documents are accurately drafted to meet client needs and recommendations;
- Collaborate with clients to review and update their estate plans as needed;
- Manage client engagement process, including preparing engagement agreements and accepting payments;
- Utilize task management systems, such as Lawcus and Asana, to stay organized and respond to client correspondence;
- Conduct reviews with clients to explain their estate plans and address any concerns;
- Assess opportunities to refer clients to affiliated financial advisors and obtain necessary disclosures;
- Respond to client inquiries and maintain detailed notes of all interactions;
- Participate in regular meetings with the estate planning team to discuss complex client matters and share knowledge;
- Perform other duties as assigned by the firm.
Requirements:
- Active membership in the California State Bar;
- State Bar Certified Specialist in Trust Wills & Probate preferred;
- Knowledge of income, gift, and estate tax laws;
- Notary Public certification;
- Minimum 3 years of experience in estate planning;
- Ongoing education and training in estate planning and administration.
Preferred Qualifications:
- Advanced planning experience;
- Supervisory skills and experience;
- Proofreading and grammatical skills.
Work Environment:
Our team is dedicated to providing exceptional service to our clients. We value collaboration, open communication, and a commitment to excellence.
-
Planned Giving Officer/Sr. Planned Giving Officer
15 hours ago
Auburn, Alabama, United States Auburn Full timeJob SummaryAuburn University is seeking a skilled Planned Giving Officer to join our Advancement team. In this role, you will work closely with donors, their advisors, and university representatives to secure outright, blended, and deferred gifts. Your expertise in estate planning, taxation, charitable estate planning, and gift planning vehicles will be...
-
Real Estate Branch Sales Manager
7 hours ago
Auburn, Alabama, United States Imagine Staffing Technology Full timeJob DescriptionImagine Staffing Technology is seeking a seasoned Real Estate Branch Manager to lead our client's operations in the Boston, MA area. This direct hire position offers a competitive salary, excellent benefits, and a lucrative bonus program.Key ResponsibilitiesOversee the profitability of assigned branches and drive growth through strategic...
-
Post Closer
4 weeks ago
Auburn, Alabama, United States AuburnBank Full timeJob SummaryThe Post Closer is responsible for reviewing and processing residential mortgage loan closing documents, ensuring timely delivery to the secondary market. This role requires strong attention to detail, effective communication, and the ability to work in a fast-paced environment.Key ResponsibilitiesTrack loan closings to ensure all loans are...
-
Post Closer
2 weeks ago
Auburn, Alabama, United States AuburnBank Full timeJob Title: Post CloserAuburnBank is seeking a highly skilled Post Closer to join our team. As a Post Closer, you will be responsible for reviewing and processing residential mortgage loan closing documents, delivering closed loans to the secondary market, and ensuring all locks are accurately reflected with investors.Key Responsibilities:Track loan closings...
-
Philanthropy Strategist
2 weeks ago
Auburn, Alabama, United States Auburn Full timeJob Title: Planned Giving OfficerAre you passionate about creating lasting legacies and guiding donors in their philanthropic endeavors? Do you thrive on building strategic relationships that align donor values with institutional goals?Auburn Advancement is seeking a skilled Planned Giving Officer to join our philanthropy team. In this role, you will work to...
-
Philanthropy Strategist
2 days ago
Auburn, Alabama, United States Auburn Full timeJob Title: Planned Giving Officer/Sr. Planned Giving OfficerAre you passionate about creating lasting legacies and guiding donors in shaping their philanthropic vision? Do you thrive on building strategic relationships that align donor values with institutional goals?About the Role:Auburn Advancement is seeking a skilled Planned Giving Officer to join our...
-
Security Officer
7 hours ago
Auburn, Alabama, United States Allied Universal® Full timeJob OverviewAllied Universal is a leading security and facility services company that offers rewarding careers that give you a sense of purpose.As a Security Officer, you will serve and safeguard clients in a range of industries, including Commercial Real Estate, Healthcare, Education, and Government.ResponsibilitiesProvide exceptional customer service by...
-
Security Officer
3 weeks ago
Auburn, Alabama, United States Allied Universal® Full timeJob OverviewAllied Universal is a leading security and facility services company that offers rewarding careers that give you a sense of purpose. As a Security Officer, you will be part of a dynamic, diverse, and inclusive workplace that fuels a culture that reflects in our communities and customers we serve.We offer a range of benefits, including medical,...
-
Tax Accountant
4 hours ago
Auburn, Alabama, United States Gpac Full timeTax Accountant OpportunityA leading CPA firm is seeking a skilled Tax Accountant to join their team. This stable and growing firm offers valuable knowledge and expertise in tax, providing a unique opportunity for a Tax Accountant to contribute to their success.Key Responsibilities:Provide tax compliance and consulting services to a diverse client baseInvoice...
-
Insurance and Risk Management Professional
1 week ago
Auburn, Alabama, United States Auburn Full timeJob SummaryAuburn University's Risk Management and Safety department is seeking a highly skilled Insurance and Risk Management Specialist to join their team. As a key member of the department, you will be responsible for providing direct support, assistance, and technical expertise in the administration of Auburn University's commercial property and casualty...
-
CDL Class B Driver
3 weeks ago
Auburn, Alabama, United States Velocity Rail Solutions Full timeJob Description:Velocity Rail Solutions, a leading provider of locomotive fueling and servicing solutions, is seeking a skilled CDL Class B driver to join our team. As a driver with our company, you will be responsible for transporting water, sand, and lube oil to service trains on an on-call basis. Our drivers are paid to be fully loaded and are provided...
-
Insurance and Risk Management Specialist
2 weeks ago
Auburn, Alabama, United States Auburn Full timeJob SummaryAuburn University Risk Management and Safety is seeking a highly skilled Insurance and Risk Management Specialist to provide direct support, assistance, and technical expertise toward the administration of Auburn University's commercial property and casualty insurance programs, self-insured programs, claims management, loss control, and loss...
-
Office Coordinator
1 day ago
Auburn, Alabama, United States Green Way Homes LLC Full timeJob OverviewGreen Way Homes LLC is seeking a highly organized and detail-oriented Office Assistant to join our small family-owned business. As an Office Assistant, you will play a vital role in supporting our construction operations and ensuring the smooth day-to-day functioning of our office.Key ResponsibilitiesProcess applications, including receiving,...
-
Conductor de Camión de Mezcla Listo
3 weeks ago
Auburn, Alabama, United States A&A Concrete Supply Full timeDescripción del PuestoEstamos buscando conductores de camiones de mezcla listo para unirse a nuestro equipo. Un conductor de camión de mezcla listo entrega con seguridad mezcla de concreto a diversas ubicaciones locales. Los conductores de camiones de mezcla listo disfrutan entregando los materiales necesarios para construir nuestras comunidades locales....
-
Market Operations Director
12 hours ago
Auburn, Alabama, United States Flexcar Full timeJob Title: Market Operations DirectorJob Description:We are seeking a highly skilled Market Operations Director to join our team at Flexcar. As a key member of our leadership team, you will be responsible for overseeing the day-to-day operations of our market, ensuring seamless delivery of our services to our members.Key Responsibilities:Fiscally responsible...
-
Estate Planning Attorney
1 day ago
Auburn, California, United States JobTracks Full timeJob Title: Estate Planning Attorney Job Summary: JobTracks is seeking an experienced Estate Planning Attorney to join our team in the greater Sacramento area. As an Estate Planning Attorney, you will be responsible for drafting and reviewing estate planning documents, advising clients on estate planning strategies, and conducting client meetings to...
-
Estate Planning Attorney
1 day ago
Auburn, California, United States CunninghamLegal Full timeJob Title: Estate Planning AttorneyJob Summary:CunninghamLegal is seeking a highly skilled Estate Planning Attorney to join our team. As an Estate Planning Attorney, you will be responsible for meeting with clients to discuss their estate planning needs, analyzing their estate to prepare an appropriate plan, and ensuring that legal documents are drafted to...
-
Estate Planning Attorney
13 hours ago
Auburn, California, United States CunninghamLegal Full timeJob Title: Estate Planning AttorneyAt CunninghamLegal, we are seeking a skilled Estate Planning Attorney to join our team.Job SummaryWe are looking for a highly motivated and experienced Estate Planning Attorney to meet with prospective and returning clients for consultations, analyze estates to prepare appropriate estate plans, and ensure that legal...
-
Estate Planning Attorney
4 weeks ago
Auburn, California, United States CunninghamLegal Full timeJob SummaryCunninghamLegal is seeking a skilled Estate Planning Attorney to join our team. As a key member of our estate planning department, you will be responsible for meeting with clients, analyzing their estates, and preparing tailored estate plans. Your expertise in trust, wills, and probate law will be essential in ensuring that our clients receive the...
-
Estate Planning Attorney
4 days ago
Auburn, United States Geopaq Logic Full timePosition: Estate Planning Attorney Location: Auburn CA (onsite) Full time POSITION SUMMARY: Meet with prospective and returning clients for consultations; analyze estate to prepare appropriate estate plans; Ensure that legal documents are appropriately drafted to meet the planning needs and recommendations of clients. The Attorney will be in the office 5...
-
Estate Planning Attorney
2 days ago
Auburn, United States CunninghamLegal Full timePOSITION SUMMARY: Meet with prospective and returning clients for consultations; analyze estate to prepare appropriate estate plan; Ensure that legal documents are appropriately drafted to meet the planning needs and recommendations for clients. The Attorney will be in office 5 days a week (Sacramento office and Auburn office depending on the needs of the...
-
Construction Law Attorney
7 days ago
Auburn, Washington, United States McAlpine PC - Construction Law and Litigation Full time{"title": "Construction Law Attorney", "content": "Job Title: Construction Law AttorneyMcAlpine PC is a reputable and dynamic law firm specializing in construction law. With a commitment to excellence and a passion for delivering top-notch legal services, we have built a strong reputation in the industry.Our team of skilled attorneys is dedicated to...
-
Associate Attorney
2 months ago
auburn, United States McAlpine PC - Construction Law and Litigation Full timeMcAlpine PC is a reputable and dynamic law firm specializing in construction law. With a commitment to excellence and a passion for delivering top-notch legal services, we have built a strong reputation in the industry. Our team of skilled attorneys is dedicated to providing comprehensive and strategic legal counsel to clients in the construction sector.Job...
-
Real Estate Transactional Broker
1 week ago
Auburn, Maine, United States The Masiello Group Full time{"title": "Transactional Broker", "subtitle": "Assist agents with transactional matters and maintain compliance with real estate laws and regulations.", "content": "The Masiello Group is a leading real estate firm in Northern New England, offering a range of home services including mortgage, title, and insurance. With 30+ offices throughout the region, we're...
-
Real Estate Transactional Broker
1 day ago
Auburn, Maine, United States The Masiello Group Full timeJob Title: Real Estate Transactional BrokerThe Masiello Group, a leading real estate firm in Northern New England, is seeking an experienced Transactional Broker to join our Auburn ME office. As a key member of our team, you will play a crucial role in assisting agents with transactional matters, ensuring compliance with real estate laws and regulations, and...
-
Real Estate Transactional Broker
3 weeks ago
Auburn, Maine, United States The Masiello Group Full timeAbout The Masiello GroupThe Masiello Group is a leading real estate firm in Northern New England, offering a comprehensive range of home services including mortgage, title, home warranty, homeowner insurance, and relocation services. With over 30 offices throughout the region, we are the largest residential real estate firm north of Boston.Job SummaryWe are...
-
Real Estate Transactional Broker
4 days ago
Auburn, United States The Masiello Group Full timeDescription:The Masiello Group is a large real estate firm that offers a spectrum of home services including mortgage, title, home warranty, homeowner insurance and relocation services. With 30+ offices throughout Northern New England, we're the largest residential real estate firm north of Boston. With customer satisfaction year over year at 99%, we stand...
-
Real Estate Transactional Broker
2 weeks ago
Auburn, United States The Masiello Group Full timeDescription:The Masiello Group is a large real estate firm that offers a spectrum of home services including mortgage, title, home warranty, homeowner insurance and relocation services. With 30+ offices throughout Northern New England, we're the largest residential real estate firm north of Boston. With customer satisfaction year over year at 99%, we stand...
-
Real Estate Transactional Broker
12 hours ago
Auburn, Maine, United States The Masiello Group Full timeAbout The Masiello GroupThe Masiello Group is a leading real estate firm in Northern New England, offering a comprehensive range of home services, including mortgage, title, home warranty, homeowner insurance, and relocation services. With over 30 offices throughout the region, we are the largest residential real estate firm north of Boston.Job SummaryWe are...
-
Real Estate Transactional Broker
18 hours ago
Auburn, Maine, United States The Masiello Group Full timeJob OpportunityDescription:The Masiello Group, a leading real estate firm, is seeking an experienced Transactional Broker to join their Auburn ME office. As a neutral party, this role will assist agents with transactional matters, collaborating with the Regional Sales Director.Benefits of Working with The Masiello Group:Unlimited Paid Time OffMedical with...
-
Facilities Maintenance Technician
3 weeks ago
Auburn, Washington, United States Indigo Real Estate Full timeAbout Indigo Real EstateIndigo Real Estate is a dynamic and growing company that attributes its success to the strengths of its team members. We are seeking a skilled and detail-oriented Maintenance Technician to join our team.Job SummaryThe Maintenance Technician will be responsible for performing routine maintenance tasks, including painting, minor...
-
Maintenance Technician
3 weeks ago
Auburn, Washington, United States Indigo Real Estate Full timeAbout Indigo Real EstateWe are a dynamic and growing real estate company seeking a skilled Maintenance Technician to join our team. As a Maintenance Technician, you will play a critical role in ensuring the upkeep and maintenance of our properties, ensuring they remain clean, safe, and well-maintained.Job SummaryThe Maintenance Technician is responsible for...
-
Construction Law Attorney
3 weeks ago
Auburn Hills, Michigan, United States McAlpine PC - Construction Law and Litigation Full time{"title": "Construction Law Attorney", "content": "Job Title: Construction Law AttorneyMcAlpine PC is a reputable and dynamic law firm specializing in construction law. With a commitment to excellence and a passion for delivering top-notch legal services, we have built a strong reputation in the industry.Our team of skilled attorneys is dedicated to...
-
Associate Attorney
2 months ago
Auburn Hills, United States McAlpine PC - Construction Law and Litigation Full timeMcAlpine PC is a reputable and dynamic law firm specializing in construction law. With a commitment to excellence and a passion for delivering top-notch legal services, we have built a strong reputation in the industry. Our team of skilled attorneys is dedicated to providing comprehensive and strategic legal counsel to clients in the construction sector.Job...
-
Associate Attorney
2 months ago
Auburn Hills, United States McAlpine PC - Construction Law and Litigation Full timeMcAlpine PC is a reputable and dynamic law firm specializing in construction law. With a commitment to excellence and a passion for delivering top-notch legal services, we have built a strong reputation in the industry. Our team of skilled attorneys is dedicated to providing comprehensive and strategic legal counsel to clients in the construction sector.Job...