beBeeEstatePlanning Jobs in United States

About This Estate Planning Role · Convert warm leads into open estate planning cases through effective communication. · Implement relentless follow-up to prevent potential clients from slipping away. · Ask insightful questions like 'What's holding you back?' to uncover client con ...

Key Responsibilities · Advise high-net-worth individuals, families, and closely held businesses on complex estate planning and tax matters; · Draft and implement advanced estate planning instruments including trusts, wills, · & tax-efficient structures; · Provide guidance on esta ...

High-Net-Worth Estate Planning Attorney · The Senior Trusts & Estates Attorney must have at least five (5) years of recent experience designing plans for high-net-worth clients, including designing and drafting irrevocable trusts such as Crummey trusts, intentionally defective gr ...

Key Responsibilities · To assist in the preparation of legal documents related to trusts and estates, ensuring accuracy and compliance with relevant laws. · ...

Discover a dynamic career opportunity as an Estate Planning Specialist. · Auditing · Estate Planning and Administration · Collaborate with the relationship team to provide comprehensive estate planning services to high net worth clients, focusing on strategic growth and client re ...

Estate Planning Legal Secretary Role · As a legal secretary with expertise in estate planning, you will play a pivotal role in supporting our attorneys throughout all phases of the estate planning process. · Drafts essential estate planning documents such as wills, trusts, powers ...

Beyond closing deals, this role offers a range of exciting opportunities: · Main Responsibilities: · Close estate planning cases by converting warm leads into open cases thru collaboration with legal teams for seamless post-deal client experience , · /* add border */ span {borde ...

Estate Planning Support Specialist Opportunity · We seek an organized and detail-oriented individual to serve as a support specialist for our attorneys in their estate planning endeavors. The ideal candidate should possess experience working with confidential client data while ma ...

We are seeking a skilled professional with extensive experience in designing and implementing complex estate plans for ultra-high net worth clients. This includes expertise in Federal tax law, California state tax law, and strong client communication skills. · A highly motivated ...

Gather information about legal issues from clients during interviews · ...

Key Responsibilities: · Meet or exceed minimum billable hours requirement. · Design plans for high-net-worth clients. · This position involves creating customized estate plans for wealthy individuals. The ideal candidate will be knowledgeable about various trust types and able to ...

Job Overview · The Administrative Assistant - Estate Planning is a key role within the Wealth Solutions team at Mercer Advisors. This position provides daily operational and administrative support to the Estate Planning Group, ensuring seamless client onboarding and scheduling of ...

The successful candidate will be responsible for managing communication between clients, attorneys, and relevant parties. They will also coordinate meetings and appointments using their ability to prioritize tasks effectively. · ...

Estate Planning Assistant Needed for Estate Administration Tasks · ...

Job Summary · A seasoned Estate Planning & Tax Attorney is sought to enhance a team of exceptional financial services professionals. · The ideal candidate will have 10+ years of experience in estate planning and tax law, with a proven track record in complex estate and tax planni ...

Estate Planning Paralegal Opportunity · We are seeking a highly motivated and experienced Permanent Estate Planning Paralegal to join our dynamic legal team. · This role demands an individual who can manage multiple tasks, meet deadlines, and maintain a high level of professional ...

We are seeking an experienced estate planning attorney to join our network. As a member of our team, you will have the opportunity to expand your practice while maintaining your independence and professional focus. · Job Description · Our ideal candidate is a seasoned estate plan ...

Job Overview · We are seeking a seasoned professional with expertise in trust management and will preparation to join our estate planning team. · ...

Job Description · This is a direct hire opportunity for an experienced Tax, Trusts, and Estates Legal Assistant to join our law firm in the South Metro. The ideal candidate will have strong organizational skills and attention to detail, with excellent written and verbal communica ...

Job Summary · We seek a detail-oriented professional to support attorneys in estate planning, probate, and trust administration. · ...